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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 | $174,233 | $106,588+63.5% | $94,215+84.9% | $155,188+12.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 9.51% | 29.39%-19.9pp | 28.22%-18.7pp | 148.84%-139.3pp |
| Employer contribution / active EE | $5,882 | $3,080+91.0% | $2,675+119.9% | $4,248+38.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,610 | $12,281-86.9% | $10,216-84.2% | $14,480-88.9% |