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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 | $173,231 | $136,307+27.1% | $106,619+62.5% | $273,972-36.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.16% | 11.05%-5.9pp | 9.42%-4.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $7,029 | $5,190+35.4% | $3,947+78.1% | $4,869+44.4% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52,431 | $8,625+507.9% | $6,418+716.9% | $10,133+417.4% |