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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 | $79,728 | $88,707-10.1% | $74,184+7.5% | $273,972-70.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.98% | 11.94%+1.0pp | 17.74%-4.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $5,704 | $3,159+80.5% | $2,370+140.7% | $4,869+17.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,148 | $8,717+314.7% | $5,586+547.1% | $10,133+256.7% |