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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 | $37,574 | $158,852-76.3% | $121,220-69.0% | $135,380-72.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 9.82% | -0.64%+10.5pp | 16.94%-7.1pp | 519.81%-510.0pp |
| Employer contribution / active EE | $7,044 | $5,666+24.3% | $4,023+75.1% | $4,779+47.4% |
| Participant deferral / active EE | $9,237 | $4,006+130.6% | $3,345+176.1% | $5,609+64.7% |
| Admin fee / account holder | $238,998 | $6,515+3568.7% | $5,021+4660.2% | $10,828+2107.2% |