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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 | $167,292 | $116,167+44.0% | $64,489+159.4% | $137,256+21.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 12.83% | 36.55%-23.7pp | 55.03%-42.2pp | 220.34%-207.5pp |
| Employer contribution / active EE | $563 | $2,483-77.3% | $1,523-63.0% | $4,156-86.4% |
| Participant deferral / active EE | $563 | $4,215-86.6% | $2,778-79.7% | $6,407-91.2% |
| Admin fee / account holder | $9,474 | $6,188+53.1% | $4,260+122.4% | $12,270-22.8% |