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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 | $127,113 | $99,341+28.0% | $84,750+50.0% | $273,965-53.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.71% | 22.93%-20.2pp | 22.78%-20.1pp | 41.45%-38.7pp |
| Employer contribution / active EE | $6,250 | $4,214+48.3% | $3,574+74.9% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,572 | $6,644+119.3% | $5,332+173.3% | $10,132+43.8% |