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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 | $227,451 | $88,707+156.4% | $74,184+206.6% | $273,972-17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.08% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $10,000 | $3,159+216.5% | $2,370+321.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,904 | $8,717-9.3% | $5,586+41.5% | $10,133-22.0% |