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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 | $140,442 | $49,249+185.2% | $70,476+99.3% | $79,852+75.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.40% | 30.09%-14.7pp | 109.12%-93.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $12,237 | $2,100+482.6% | $2,738+347.0% | $2,471+395.2% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $981 | $2,878-65.9% | $3,847-74.5% | $5,306-81.5% |