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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 | $178,509 | $97,751+82.6% | $103,431+72.6% | $145,978+22.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.31% | 25.43%-14.1pp | 23.92%-12.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $8,333 | $4,684+77.9% | $4,678+78.1% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,625-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,499 | $12,515-64.0% | $9,412-52.2% | $13,400-66.4% |