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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 | $120,410 | $124,346-3.2% | $111,306+8.2% | $167,553-28.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.21% | 37.46%-28.2pp | 54.67%-45.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $1,250 | $3,438-63.6% | $2,732-54.2% | $4,840-74.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,786 | $10,623-36.1% | $7,966-14.8% | $12,316-44.9% |