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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 | $85,267 | $65,685+29.8% | $57,181+49.1% | $273,968-68.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.72% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $9,412 | $3,279+187.1% | $2,682+250.9% | $4,869+93.3% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,314 | $4,835-31.5% | $3,139+5.6% | $10,132-67.3% |