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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 | $238,590 | $115,225+107.1% | $100,712+136.9% | $138,895+71.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.17% | 40.35%-27.2pp | 33.27%-20.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,846 | $2,771+38.8% | $2,313+66.3% | $4,194-8.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,579 | $10,844-67.0% | $9,256-61.3% | $12,562-71.5% |