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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 | $107,939 | $69,977+54.2% | $108,582-0.6% | $62,881+71.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.08% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,902 | $2,135+176.5% | $3,758+57.0% | $2,281+158.8% |
| Participant deferral / active EE | $2,607 | $3,165-17.6% | $4,311-39.5% | $3,203-18.6% |
| Admin fee / account holder | $12,132 | $5,076+139.0% | $7,645+58.7% | $4,296+182.4% |