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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 | $79,315 | $90,486-12.3% | $78,676+0.8% | $273,972-71.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,394 | $3,901+38.3% | $3,517+53.4% | $5,287+2.0% |
| Admin fee / account holder | $1,131 | $5,263-78.5% | $4,510-74.9% | $10,133-88.8% |