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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 | $97,650 | $93,346+4.6% | $71,796+36.0% | $273,972-64.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.36% | 130.39%-121.0pp | 78.04%-68.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,667 | $2,733-39.0% | $1,924-13.4% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,851 | $6,571-26.2% | $4,815+0.7% | $10,133-52.1% |