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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 | $149,458 | $131,829+13.4% | $108,579+37.6% | $273,968-45.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.17% | -91.57%+101.7pp | -51.70%+61.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $4,267 | $4,912-13.1% | $3,758+13.5% | $4,869-12.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,979 | $10,252-61.2% | $7,645-48.0% | $10,132-60.7% |