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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 | $94,093 | $103,387-9.0% | $87,102+8.0% | $152,885-38.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.01% | 28.10%-13.1pp | 28.19%-13.2pp | 345.39%-330.4pp |
| Employer contribution / active EE | $11,000 | $3,221+241.5% | $2,521+336.3% | $4,763+130.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,907 | $12,193-68.0% | $7,491-47.8% | $11,598-66.3% |