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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 | $237,624 | $132,310+79.6% | $105,754+124.7% | $273,972-13.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.09% | 10.08%-3.0pp | 12.25%-5.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,454 | $4,867-70.1% | $4,079-64.4% | $4,869-70.1% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,717 | $12,036-60.8% | $8,309-43.2% | $10,133-53.5% |