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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 | $117,957 | $54,541+116.3% | $78,778+49.7% | $70,124+68.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.60% | 21.07%-8.5pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,798 | $1,089+340.8% | $1,986+141.6% | $2,342+104.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,654 | $3,709+187.3% | $5,134+107.5% | $4,645+129.3% |