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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 | $92,352 | $162,821-43.3% | $133,978-31.1% | $158,982-41.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.95% | 41.95%-35.0pp | 45.10%-38.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $3,040 | $4,976-38.9% | $3,919-22.4% | $4,763-36.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,174 | $11,742+63.3% | $8,930+114.7% | $11,252+70.4% |