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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 | $139,056 | $72,269+92.4% | $101,271+37.3% | $79,852+74.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.70% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $13,651 | $2,692+407.1% | $3,660+273.0% | $2,471+452.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,053 | $4,401+242.0% | $5,948+153.1% | $5,306+183.7% |