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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 | $165,924 | $104,251+59.2% | $91,004+82.3% | $147,586+12.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.23% | 27.06%-17.8pp | 4.60%+4.6pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,267 | $3,116-27.2% | $2,456-7.7% | $4,876-53.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,949 | $8,948-67.0% | $5,417-45.6% | $10,886-72.9% |