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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 | $159,864 | $114,013+40.2% | $103,693+54.2% | $155,188+3.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.40% | 49.31%-37.9pp | 47.61%-36.2pp | 148.84%-137.4pp |
| Employer contribution / active EE | $3,832 | $3,131+22.4% | $2,920+31.2% | $4,248-9.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,812 | $8,407-42.8% | $7,858-38.8% | $14,480-66.8% |