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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 | $94,294 | $101,618-7.2% | $93,063+1.3% | $137,256-31.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,040 | $2,707+12.3% | $2,476+22.8% | $4,156-26.8% |
| Participant deferral / active EE | $9,699 | $4,279+126.7% | $3,958+145.0% | $6,407+51.4% |
| Admin fee / account holder | $3,943 | $6,198-36.4% | $6,033-34.6% | $12,270-67.9% |