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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 | $178,630 | $177,595+0.6% | $148,496+20.3% | $198,609-10.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.25% | 9.97%-5.7pp | 12.33%-8.1pp | 202.70%-198.4pp |
| Employer contribution / active EE | $9,629 | $4,098+135.0% | $3,497+175.3% | $5,055+90.5% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,065 | $27,010-73.8% | $19,547-63.9% | $19,030-62.9% |