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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 | $86,754 | $105,623-17.9% | $87,502-0.9% | $273,972-68.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.99% | 12.26%-4.3pp | 12.21%-4.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,600 | $3,141+14.6% | $2,550+41.2% | $4,869-26.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,188 | $4,781+154.9% | $4,221+188.8% | $10,133+20.3% |