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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 | $171,629 | $94,031+82.5% | $115,768+48.3% | $82,448+108.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.35% | 20.61%-7.3pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,620 | $2,323+12.8% | $2,940-10.9% | $2,551+2.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $667 | $10,249-93.5% | $12,439-94.6% | $7,234-90.8% |