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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 | $160,848 | $127,096+26.6% | $105,736+52.1% | $135,380+18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 10.46% | 4.49%+6.0pp | 6.27%+4.2pp | 519.81%-509.3pp |
| Employer contribution / active EE | $4,616 | $4,107+12.4% | $3,268+41.2% | $4,779-3.4% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $400 | $9,087-95.6% | $6,913-94.2% | $10,828-96.3% |