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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 | $240,503 | $65,712+266.0% | $57,196+320.5% | $273,972-12.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.73% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,656 | $3,280+102.9% | $2,683+148.1% | $4,869+36.7% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,623 | $4,838+36.9% | $3,141+110.9% | $10,133-34.6% |