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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 | $125,104 | $113,941+9.8% | $94,229+32.8% | $125,389-0.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 4.56% | 5.29%-0.7pp | 10.68%-6.1pp | 282.24%-277.7pp |
| Employer contribution / active EE | $23,310 | $4,727+393.1% | $3,587+549.9% | $4,866+379.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,148 | $8,392-74.4% | $6,269-65.7% | $9,541-77.5% |