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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 | $141,506 | $125,797+12.5% | $170,057-16.8% | $75,177+88.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.54% | 27.20%-11.7pp | 53.42%-37.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $4,054 | $4,616-12.2% | $6,790-40.3% | $2,671+51.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,732 | $8,177+6.8% | $12,826-31.9% | $5,651+54.5% |