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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 | $84,580 | $90,486-6.5% | $78,676+7.5% | $273,972-69.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,456 | $3,901+168.0% | $3,517+197.3% | $5,287+97.8% |
| Admin fee / account holder | $7,624 | $5,263+44.8% | $4,510+69.0% | $10,133-24.8% |