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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 | $116,126 | $94,529+22.8% | $140,019-17.1% | $64,173+81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.87% | 7.77%-3.9pp | 651.17%-647.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $9,615 | $3,812+152.2% | $5,605+71.5% | $2,381+303.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,888 | $6,741+2.2% | $10,705-35.7% | $4,887+40.9% |