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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 | $89,881 | $71,230+26.2% | $93,727-4.1% | $80,959+11.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.17% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,267 | $1,565+44.8% | $2,421-6.4% | $2,757-17.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,648 | $6,961+24.2% | $8,292+4.3% | $6,925+24.9% |