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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 | $102,639 | $87,834+16.9% | $133,975-23.4% | $62,881+63.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.21% | 12.05%-1.8pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $6,200 | $3,482+78.0% | $5,211+19.0% | $2,281+171.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,148 | $5,372+14.4% | $9,324-34.1% | $4,296+43.1% |