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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 | $113,491 | $110,083+3.1% | $151,645-25.2% | $68,490+65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 10.18% | -10.12%+20.3pp | 3.34%+6.8pp | -7.85%+18.0pp |
| Employer contribution / active EE | $5,608 | $4,470+25.5% | $6,165-9.0% | $2,597+116.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,288 | $7,718-44.4% | $11,614-63.1% | $5,403-20.6% |