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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 | $192,793 | $97,881+97.0% | $80,004+141.0% | $125,388+53.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.37% | 9.36%-9.0pp | 7.63%-7.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $7,075 | $3,128+126.2% | $2,473+186.1% | $4,866+45.4% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,500 | $6,278+3.5% | $5,033+29.1% | $9,541-31.9% |