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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 | $90,040 | $56,894+58.3% | $84,753+6.2% | $62,881+43.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 36.48% | 6.30%+30.2pp | 22.78%+13.7pp | 20.14%+16.3pp |
| Employer contribution / active EE | $8,194 | $2,400+241.5% | $3,574+129.2% | $2,281+259.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,836 | $3,581+7.1% | $5,333-28.1% | $4,296-10.7% |