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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 | $138,861 | $99,345+39.8% | $84,753+63.8% | $273,972-49.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.65% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $9,289 | $4,214+120.4% | $3,574+159.9% | $4,869+90.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $638 | $6,645-90.4% | $5,333-88.0% | $10,133-93.7% |