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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 | $100,520 | $54,105+85.8% | $233,038-56.9% | $54,105+85.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 76.1%+23.9pp | 78.8%+21.2pp |
| Annual return | 23.30% | 4.97%+18.3pp | 2.25%+21.1pp | 4.97%+18.3pp |
| Employer contribution / active EE | $3,714 | $7,091-47.6% | $5,162-28.0% | $7,091-47.6% |
| Participant deferral / active EE | $3,687 | $1,890+95.1% | $3,018+22.1% | $1,890+95.1% |
| Admin fee / account holder | $7,290 | $4,098+77.9% | $20,161-63.8% | $4,098+77.9% |