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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 | $104,527 | $108,825-3.9% | $156,181-33.1% | $82,448+26.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.42% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,667 | $2,870-7.1% | $4,294-37.9% | $2,551+4.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,765 | $9,341-6.2% | $14,586-39.9% | $7,234+21.2% |