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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 | $75,250 | $72,177+4.3% | $115,038-34.6% | $59,633+26.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 9.40% | 12.02%-2.6pp | 26.14%-16.7pp | 2041.45%-2032.0pp |
| Employer contribution / active EE | $5,695 | $2,841+100.5% | $4,608+23.6% | $2,203+158.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,886 | $4,927-41.4% | $8,175-64.7% | $4,297-32.8% |