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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 | $131,688 | $162,781-19.1% | $133,956-1.7% | $158,931-17.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.25% | 41.94%-22.7pp | 45.09%-25.8pp | 302.86%-283.6pp |
| Employer contribution / active EE | $8,579 | $4,975+72.4% | $3,919+118.9% | $4,761+80.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,600 | $11,736-52.3% | $8,927-37.3% | $11,247-50.2% |