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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 | $144,247 | $146,267-1.4% | $197,124-26.8% | $82,448+75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.07% | 29.61%-13.5pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,947 | $4,723-16.4% | $6,227-36.6% | $2,551+54.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,387 | $14,422-69.6% | $16,298-73.1% | $7,234-39.4% |