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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 | $123,943 | $86,940+42.6% | $102,434+21.0% | $80,935+53.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $10,286 | $2,370+334.1% | $3,023+240.2% | $2,757+273.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,147 | $8,047-60.9% | $9,462-66.7% | $6,924-54.5% |