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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 | $105,113 | $132,310-20.6% | $105,754-0.6% | $273,972-61.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.86% | 10.08%-6.2pp | 12.25%-8.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $15,165 | $4,867+211.6% | $4,079+271.8% | $4,869+211.5% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,067 | $12,036+66.7% | $8,309+141.5% | $10,133+98.0% |