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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 | $95,809 | $98,240-2.5% | $82,313+16.4% | $147,585-35.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.28% | 30.85%-21.6pp | 25.88%-16.6pp | 578.58%-569.3pp |
| Employer contribution / active EE | $2,346 | $3,192-26.5% | $2,428-3.4% | $4,876-51.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,976 | $8,563-18.5% | $5,608+24.4% | $10,886-35.9% |