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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 | $195,667 | $132,310+47.9% | $105,754+85.0% | $273,972-28.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.64% | 10.08%-4.4pp | 12.25%-6.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,364 | $4,867-72.0% | $4,079-66.6% | $4,869-72.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,809 | $12,036-26.8% | $8,309+6.0% | $10,133-13.1% |