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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 | $144,667 | $61,660+134.6% | $80,022+80.8% | $64,173+125.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.21% | -0.33%+9.5pp | 11.22%-2.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $9,745 | $1,810+438.3% | $2,468+294.8% | $2,381+309.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,636 | $5,417+114.8% | $6,521+78.4% | $4,887+138.1% |