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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 | $125,305 | $72,486+72.9% | $87,103+43.9% | $72,976+71.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 29.62% | 24.46%+5.2pp | 28.19%+1.4pp | 81.02%-51.4pp |
| Employer contribution / active EE | $6,111 | $1,894+222.7% | $2,521+142.4% | $2,440+150.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,528 | $5,055-69.8% | $7,491-79.6% | $5,124-70.2% |