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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 | $154,705 | $125,797+23.0% | $170,043-9.0% | $75,173+105.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.36% | 27.20%-8.8pp | 53.40%-35.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $9,484 | $4,616+105.5% | $6,790+39.7% | $2,671+255.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,122 | $8,177-0.7% | $12,824-36.7% | $5,651+43.7% |