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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 | $104,657 | $113,339-7.7% | $94,993+10.2% | $147,585-29.1% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 10.22% | 20.77%-10.5pp | 27.12%-16.9pp | 578.57%-568.4pp |
| Employer contribution / active EE | $3,500 | $3,160+10.7% | $2,603+34.4% | $4,876-28.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,499 | $6,063-25.8% | $4,960-9.3% | $10,885-58.7% |