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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 | $79,259 | $138,312-42.7% | $122,979-35.6% | $155,188-48.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.14% | 22.06%-10.9pp | 20.12%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $5,000 | $3,530+41.6% | $3,062+63.3% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,556 | $15,089-23.4% | $12,864-10.2% | $14,480-20.2% |