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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 | $209,607 | $96,558+117.1% | $80,977+158.8% | $273,972-23.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.78% | 15.14%-6.4pp | 17.11%-8.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $22,716 | $4,869+366.6% | $3,715+511.6% | $4,869+366.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,979 | $7,493-73.6% | $5,517-64.1% | $10,133-80.5% |