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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 | $142,972+0.9% | $214,702-32.8% | $86,983+65.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 18.49%-2.4pp | 54.55%-38.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $3,947 | $4,635-14.8% | $6,461-38.9% | $2,584+52.7% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,387 | $17,617-75.1% | $19,830-77.9% | $7,856-44.2% |