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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 | $138,283 | $149,778-7.7% | $118,946+16.3% | $158,966-13.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.30% | 19.95%-3.7pp | 35.89%-19.6pp | 302.95%-286.7pp |
| Employer contribution / active EE | $5,567 | $4,117+35.2% | $3,263+70.6% | $4,762+16.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,521 | $8,604-47.5% | $6,581-31.3% | $11,250-59.8% |