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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 | $123,016 | $149,741-17.8% | $118,914+3.4% | $158,982-22.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.35% | 19.94%-7.6pp | 35.89%-23.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $3,451 | $4,119-16.2% | $3,264+5.7% | $4,763-27.5% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,189 | $8,607-74.6% | $6,582-66.7% | $11,252-80.5% |