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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 | $178,219 | $90,486+97.0% | $78,676+126.5% | $273,972-34.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.21% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,125 | $3,175-1.6% | $2,850+9.6% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $996 | $5,263-81.1% | $4,510-77.9% | $10,133-90.2% |