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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 | $106,276 | $88,707+19.8% | $74,184+43.3% | $273,972-61.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.44% | 11.94%-2.5pp | 17.74%-8.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $7,353 | $3,159+132.7% | $2,370+210.2% | $4,869+51.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,782 | $8,717-22.2% | $5,586+21.4% | $10,133-33.1% |