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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 | $126,162 | $92,041+37.1% | $299,830-57.9% | $94,015+34.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 70.8%+29.2pp |
| Annual return | 10.76% | 15.24%-4.5pp | 10.58%+0.2pp | 17.84%-7.1pp |
| Employer contribution / active EE | $5,382 | $2,506+114.8% | $5,842-7.9% | $2,790+92.9% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,847 | $8,997-68.4% | $50,982-94.4% | $8,951-68.2% |