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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 | $118,645 | $46,877+153.1% | $122,354-3.0% | $70,126+69.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.28%-14.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,442 | $2,167+289.5% | $3,287+156.8% | $3,332+153.4% |
| Admin fee / account holder | $4,318 | $3,324+29.9% | $5,479-21.2% | $4,645-7.1% |