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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 | $109,737 | $127,100-13.7% | $105,738+3.8% | $135,379-18.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | 15.52% | 4.49%+11.0pp | 6.27%+9.2pp | 519.79%-504.3pp |
| Employer contribution / active EE | $9,640 | $4,107+134.7% | $3,268+194.9% | $4,779+101.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,776 | $9,087+18.6% | $6,913+55.9% | $10,828-0.5% |