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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 | $139,807 | $151,427-7.7% | $112,860+23.9% | $154,746-9.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 9.33% | 30.95%-21.6pp | 35.26%-25.9pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,743 | $2,750-36.6% | $2,206-21.0% | $4,379-60.2% |
| Participant deferral / active EE | $3,083 | $4,285-28.1% | $3,493-11.7% | $6,730-54.2% |
| Admin fee / account holder | $4,079 | $7,369-44.6% | $6,841-40.4% | $14,365-71.6% |