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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 | $166,185 | $86,940+91.1% | $102,434+62.2% | $80,935+105.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.52% | 18.89%-6.4pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,014 | $2,370-57.2% | $3,023-66.5% | $2,757-63.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,911 | $8,047-1.7% | $9,462-16.4% | $6,924+14.3% |