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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 | $147,205 | $123,155+19.5% | $108,753+35.4% | $155,188-5.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.39% | 44.73%-30.3pp | 37.47%-23.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $833 | $2,811-70.4% | $2,427-65.7% | $4,248-80.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,477 | $12,126-71.3% | $10,320-66.3% | $14,480-76.0% |