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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 | $93,935 | $51,604+82.0% | $129,295-27.3% | $80,874+16.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.22% | 20.76%-8.5pp | 9429.28%-9417.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $966 | $1,585-39.0% | $4,157-76.8% | $2,756-65.0% |
| Participant deferral / active EE | $12,600 | $2,670+371.9% | $4,169+202.2% | $4,297+193.2% |
| Admin fee / account holder | $8,940 | $4,310+107.4% | $7,665+16.6% | $6,935+28.9% |