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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 | $209,099 | $228,352-8.4% | $185,827+12.5% | $158,950+31.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 27.55% | 40.81%-13.3pp | 35.96%-8.4pp | 302.91%-275.4pp |
| Employer contribution / active EE | $3,023 | $4,967-39.1% | $4,087-26.0% | $4,762-36.5% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,501 | $11,867-36.8% | $9,502-21.1% | $11,248-33.3% |