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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 | $130,272 | $56,894+129.0% | $84,753+53.7% | $62,881+107.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.21% | 6.30%+7.9pp | 22.78%-8.6pp | 20.14%-5.9pp |
| Employer contribution / active EE | $11,280 | $2,400+370.0% | $3,574+215.6% | $2,281+394.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,959 | $3,581+66.4% | $5,333+11.7% | $4,296+38.7% |