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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 | $131,590 | $156,616-16.0% | $133,346-1.3% | $198,609-33.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 6.44% | 44.25%-37.8pp | 36.85%-30.4pp | 202.70%-196.3pp |
| Employer contribution / active EE | $11,429 | $3,368+239.3% | $2,853+300.5% | $5,055+126.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,858 | $17,468-77.9% | $14,264-73.0% | $19,030-79.7% |