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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 | $154,029 | $177,156-13.1% | $147,027+4.8% | $154,746-0.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.99% | 21.94%-12.9pp | 20.23%-11.2pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,846 | $4,336-11.3% | $3,626+6.1% | $4,379-12.2% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,064 | $14,904-66.0% | $12,223-58.6% | $14,365-64.8% |