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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 | $163,027 | $138,393+17.8% | $184,256-11.5% | $80,959+101.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.32% | 20.01%-8.7pp | 28.85%-17.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,828 | $4,847-21.0% | $6,427-40.4% | $2,757+38.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,970 | $10,489+80.9% | $13,899+36.5% | $6,925+173.9% |