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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 | $167,907 | $116,203+44.5% | $93,621+79.3% | $152,909+9.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.15% | 35.96%-24.8pp | 32.76%-21.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $3,831 | $3,219+19.0% | $2,719+40.9% | $4,764-19.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,653 | $10,751-75.3% | $7,890-66.4% | $11,601-77.1% |