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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 | $140,852 | $94,031+49.8% | $115,768+21.7% | $82,448+70.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.94% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,238 | $2,323-3.7% | $2,940-23.9% | $2,551-12.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,920 | $10,249-42.2% | $12,439-52.4% | $7,234-18.2% |