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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 | $94,988 | $123,155-22.9% | $108,753-12.7% | $155,188-38.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.13% | 44.73%-36.6pp | 37.47%-29.3pp | 148.84%-140.7pp |
| Employer contribution / active EE | $4,348 | $2,811+54.7% | $2,427+79.2% | $4,248+2.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,525 | $12,126-37.9% | $10,320-27.1% | $14,480-48.0% |