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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 | $129,493 | $65,712+97.1% | $57,196+126.4% | $273,972-52.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.85% | 22.01%-15.2pp | 14.59%-7.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $9,492 | $3,280+189.4% | $2,683+253.8% | $4,869+95.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $904 | $4,838-81.3% | $3,141-71.2% | $10,133-91.1% |