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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 | $71,197+26.2% | $93,669-4.0% | $80,925+11.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.17% | 11.27%+0.9pp | 133.59%-121.4pp | 35.65%-23.5pp |
| Employer contribution / active EE | $2,267 | $1,565+44.9% | $2,424-6.5% | $2,756-17.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,648 | $6,959+24.3% | $8,291+4.3% | $6,940+24.6% |