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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 | $107,820 | $49,025+119.9% | $87,502+23.2% | $62,881+71.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 9.29% | 10.02%-0.7pp | 12.21%-2.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,921 | $1,372+404.5% | $2,550+171.4% | $2,281+203.4% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,625 | $4,065+13.8% | $4,221+9.6% | $4,296+7.7% |