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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 | $95,140 | $69,518+36.9% | $59,887+58.9% | $135,379-29.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.63% | 7.95%+1.7pp | 3.46%+6.2pp | 519.79%-510.2pp |
| Employer contribution / active EE | $2,137 | $3,235-33.9% | $2,722-21.5% | $4,779-55.3% |
| Participant deferral / active EE | $7,718 | $4,204+83.6% | $3,402+126.8% | $5,609+37.6% |
| Admin fee / account holder | $1,139 | $5,734-80.1% | $3,591-68.3% | $10,828-89.5% |