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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 | $112,814 | $99,032+13.9% | $80,022+41.0% | $135,382-16.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 5.74% | 15.39%-9.6pp | 11.22%-5.5pp | 519.77%-514.0pp |
| Employer contribution / active EE | $4,167 | $3,043+36.9% | $2,468+68.8% | $4,779-12.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,513 | $10,436-8.8% | $6,521+45.9% | $10,829-12.2% |