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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 | $109,464 | $95,917+14.1% | $79,583+37.5% | $134,545-18.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 18.06% | -2.70%+20.8pp | 0.16%+17.9pp | 418.37%-400.3pp |
| Employer contribution / active EE | $2,899 | $3,129-7.3% | $2,414+20.1% | $4,742-38.9% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,709 | $9,132-4.6% | $6,835+27.4% | $11,431-23.8% |