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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 | $76,546 | $77,638-1.4% | $156,551-51.1% | $62,881+21.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.00% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,437 | $3,444+57.9% | $5,501-1.2% | $2,281+138.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,564 | $5,561+36.0% | $13,028-41.9% | $4,296+76.1% |