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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 | $215,407 | $86,949+147.7% | $102,460+110.2% | $80,959+166.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.84% | 18.89%-7.1pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $8,982 | $2,370+279.0% | $3,025+196.9% | $2,757+225.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $933 | $8,048-88.4% | $9,460-90.1% | $6,925-86.5% |