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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 | $136,122 | $105,284+29.3% | $150,734-9.7% | $94,015+44.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.28% | 15.67%-2.4pp | 600.81%-587.5pp | 17.84%-4.6pp |
| Employer contribution / active EE | $6,086 | $3,599+69.1% | $4,918+23.7% | $2,790+118.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $27,530 | $9,839+179.8% | $14,905+84.7% | $8,951+207.6% |