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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 | $123,950 | $69,541+78.2% | $59,899+106.9% | $135,380-8.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | 8.19% | 7.95%+0.2pp | 3.46%+4.7pp | 519.81%-511.6pp |
| Employer contribution / active EE | $6,257 | $3,236+93.4% | $2,723+129.8% | $4,779+30.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,138 | $5,737+41.8% | $3,592+126.5% | $10,828-24.8% |