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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 | $100,639 | $39,132+157.2% | $57,196+76.0% | $62,881+60.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.12% | 9.24%-1.1pp | 14.59%-6.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $8,081 | $1,874+331.3% | $2,683+201.2% | $2,281+254.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,891 | $2,594+242.7% | $3,141+183.1% | $4,296+107.0% |