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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 | $122,360 | $96,558+26.7% | $80,977+51.1% | $273,972-55.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.89% | 15.14%-4.3pp | 17.11%-6.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $16,593 | $4,869+240.8% | $3,715+346.7% | $4,869+240.8% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,341 | $7,493-68.8% | $5,517-57.6% | $10,133-76.9% |