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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 | $157,905 | $90,484+74.5% | $78,675+100.7% | $273,970-42.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.10% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $7,714 | $3,175+143.0% | $2,850+170.7% | $4,869+58.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,202 | $5,263+36.8% | $4,510+59.7% | $10,132-28.9% |