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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 | $107,894 | $110,379-2.3% | $102,412+5.4% | $145,884-26.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.52% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,571 | $4,216-15.3% | $3,870-7.7% | $4,662-23.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,344 | $9,745-75.9% | $8,388-72.0% | $13,392-82.5% |