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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 | $238,386 | $88,707+168.7% | $74,184+221.3% | $273,972-13.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.24% | 11.94%+0.3pp | 17.74%-5.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $8,556 | $3,159+170.8% | $2,370+261.0% | $4,869+75.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,810 | $8,717+12.5% | $5,586+75.6% | $10,133-3.2% |