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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 | $89,162 | $162,967-45.3% | $135,792-34.3% | $138,895-35.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 14.61% | 30.08%-15.5pp | 25.96%-11.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $6,486 | $4,211+54.0% | $3,496+85.6% | $4,194+54.6% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,077 | $15,306-79.9% | $12,266-74.9% | $12,562-75.5% |