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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 | $166,335 | $127,096+30.9% | $105,736+57.3% | $135,380+22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 9.23% | 4.49%+4.7pp | 6.27%+3.0pp | 519.81%-510.6pp |
| Employer contribution / active EE | $2,363 | $4,107-42.5% | $3,268-27.7% | $4,779-50.6% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,000 | $9,087+10.0% | $6,913+44.7% | $10,828-7.6% |