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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 | $214,410 | $123,155+74.1% | $108,753+97.2% | $155,188+38.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.54% | 44.73%-35.2pp | 37.47%-27.9pp | 148.84%-139.3pp |
| Employer contribution / active EE | $1,333 | $2,811-52.6% | $2,427-45.1% | $4,248-68.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,538 | $12,126-54.3% | $10,320-46.3% | $14,480-61.8% |