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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 | $166,631 | $71,891+131.8% | $86,690+92.2% | $68,498+143.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 8.32% | 3.53%+4.8pp | 35.93%-27.6pp | -7.84%+16.2pp |
| Employer contribution / active EE | $5,508 | $2,173+153.5% | $2,837+94.2% | $2,596+112.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,851 | $6,112-4.3% | $7,490-21.9% | $5,403+8.3% |