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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 | $102,202 | $56,287+81.6% | $80,977+26.2% | $62,881+62.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.19% | 22.13%-15.9pp | 17.11%-10.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,391 | $1,943+177.5% | $3,715+45.1% | $2,281+136.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,393 | $3,742+177.8% | $5,517+88.4% | $4,296+141.9% |