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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,243 | $91,198+25.3% | $178,503-36.0% | $79,856+43.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.22% | 24.20%-14.0pp | 151.12%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,381 | $3,257+34.5% | $5,011-12.6% | $2,471+77.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,148 | $6,748-68.2% | $13,987-84.6% | $5,306-59.5% |