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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 | $101,188 | $117,846-14.1% | $102,434-1.2% | $145,884-30.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 23.25% | 31.90%-8.6pp | 29.46%-6.2pp | 551.85%-528.6pp |
| Employer contribution / active EE | $5,436 | $3,615+50.4% | $3,023+79.8% | $4,662+16.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,574 | $13,356-80.7% | $9,462-72.8% | $13,392-80.8% |