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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 | $138,993 | $87,546+58.8% | $75,784+83.4% | $125,389+10.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.92% | 13.49%-8.6pp | 9.68%-4.8pp | 282.24%-277.3pp |
| Employer contribution / active EE | $6,667 | $3,930+69.6% | $3,323+100.6% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,826 | $6,503+51.1% | $5,300+85.4% | $9,541+3.0% |