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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 | $128,323 | $309,303-58.5% | $35,483+261.6% | $309,303-58.5% |
| Participation rate | 100.0% | 96.2%+3.8pp | 92.2%+7.8pp | 96.2%+3.8pp |
| Annual return | 16.17% | 6.50%+9.7pp | 10.66%+5.5pp | 6.50%+9.7pp |
| Employer contribution / active EE | $4,280 | $25,613-83.3% | $2,141+100.0% | $25,613-83.3% |
| Participant deferral / active EE | $5,612 | $6,481-13.4% | $2,253+149.1% | $6,481-13.4% |
| Admin fee / account holder | $2,596 | $31,748-91.8% | $1,043+149.0% | $31,748-91.8% |