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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 | $119,497 | $162,812-26.6% | $133,971-10.8% | $158,966-24.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.82% | 41.94%-34.1pp | 45.09%-37.3pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,250 | $4,976-74.9% | $3,919-68.1% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,150 | $11,741-81.7% | $8,929-75.9% | $11,250-80.9% |