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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 | $112,715 | $99,032+13.8% | $80,022+40.9% | $135,380-16.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 4.38% | 15.39%-11.0pp | 11.22%-6.8pp | 519.81%-515.4pp |
| Employer contribution / active EE | $8,333 | $3,043+173.8% | $2,468+237.7% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30,734 | $10,436+194.5% | $6,521+371.3% | $10,828+183.8% |