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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 | $100,619 | $145,431-30.8% | $211,142-52.3% | $87,485+15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 13.49% | 27.21%-13.7pp | 46.84%-33.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $4,464 | $4,662-4.2% | $6,442-30.7% | $2,596+71.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,994 | $17,052-88.3% | $19,076-89.5% | $7,775-74.4% |