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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 | $113,016 | $53,837+109.9% | $75,714+49.3% | $85,847+31.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.59% | 24.54%-10.9pp | 104.62%-91.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $828 | $2,017-59.0% | $2,744-69.8% | $2,565-67.7% |
| Participant deferral / active EE | $2,856 | $2,895-1.4% | $3,820-25.3% | $3,952-27.7% |
| Admin fee / account holder | $6,720 | $3,339+101.3% | $3,619+85.7% | $6,261+7.3% |