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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 | $88,601 | $93,598-5.3% | $135,974-34.8% | $75,173+17.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.44% | 30.89%-13.4pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $5,682 | $3,538+60.6% | $4,859+16.9% | $2,671+112.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,070 | $6,978-13.0% | $10,767-43.6% | $5,651+7.4% |