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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 | $106,622 | $99,345+7.3% | $84,753+25.8% | $273,972-61.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.31% | 22.93%-14.6pp | 22.78%-14.5pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,289 | $4,214+73.0% | $3,574+103.9% | $4,869+49.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $524 | $6,645-92.1% | $5,333-90.2% | $10,133-94.8% |