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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 | $175,726 | $99,345+76.9% | $84,753+107.3% | $273,972-35.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.92% | 22.93%-20.0pp | 22.78%-19.9pp | 41.46%-38.5pp |
| Employer contribution / active EE | $10,304 | $4,214+144.5% | $3,574+188.3% | $4,869+111.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,351 | $6,645-79.7% | $5,333-74.7% | $10,133-86.7% |