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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 | $109,772 | $77,638+41.4% | $156,551-29.9% | $62,881+74.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.45% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,163 | $3,046+69.5% | $4,871+6.0% | $3,203+61.2% |
| Admin fee / account holder | $7,918 | $5,561+42.4% | $13,028-39.2% | $4,296+84.3% |