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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 | $114,966 | $90,486+27.1% | $78,676+46.1% | $273,972-58.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.65% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $12,256 | $3,175+286.0% | $2,850+330.0% | $4,869+151.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,197 | $5,263-39.3% | $4,510-29.1% | $10,133-68.4% |