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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 | $104,419 | $152,460-31.5% | $118,746-12.1% | $147,585-29.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.18% | 17.41%-3.2pp | 24.54%-10.4pp | 578.58%-564.4pp |
| Employer contribution / active EE | $6,667 | $5,046+32.1% | $4,193+59.0% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,860 | $16,953-89.0% | $10,720-82.6% | $10,886-82.9% |