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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 | $135,728 | $49,239+175.6% | $70,462+92.6% | $79,858+70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.06% | 30.08%-17.0pp | 109.08%-96.0pp | 31.72%-18.7pp |
| Employer contribution / active EE | $4,487 | $2,100+113.7% | $2,737+63.9% | $2,471+81.6% |
| Participant deferral / active EE | $4,798 | $2,769+73.3% | $3,710+29.3% | $3,740+28.3% |
| Admin fee / account holder | $13,255 | $2,876+360.8% | $3,845+244.7% | $5,306+149.8% |