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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 | $237,751 | $212,777+11.7% | $173,703+36.9% | $198,609+19.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 8.44% | 18.82%-10.4pp | 17.46%-9.0pp | 202.70%-194.3pp |
| Employer contribution / active EE | $4,792 | $5,214-8.1% | $4,288+11.8% | $5,055-5.2% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,153 | $19,536-48.0% | $15,562-34.8% | $19,030-46.6% |