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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 | $99,611 | $107,733-7.5% | $92,985+7.1% | $154,746-35.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.13% | 30.39%-17.3pp | 27.99%-14.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $8,251 | $3,126+163.9% | $2,662+209.9% | $4,379+88.4% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,509 | $11,369-86.7% | $9,463-84.1% | $14,365-89.5% |