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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 | $85,444 | $106,588-19.8% | $94,215-9.3% | $155,188-44.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 7.11% | 29.39%-22.3pp | 28.22%-21.1pp | 148.84%-141.7pp |
| Employer contribution / active EE | $1,595 | $3,080-48.2% | $2,675-40.4% | $4,248-62.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $40,285 | $12,281+228.0% | $10,216+294.3% | $14,480+178.2% |