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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 | $116,368 | $73,102+59.2% | $123,553-5.8% | $56,289+106.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 10.16% | 3.01%+7.2pp | 119.21%-109.0pp | -9.96%+20.1pp |
| Employer contribution / active EE | $4,169 | $2,977+40.0% | $4,628-9.9% | $2,111+97.5% |
| Participant deferral / active EE | $5,348 | $5,423-1.4% | $6,426-16.8% | $3,350+59.6% |
| Admin fee / account holder | $27,195 | $554+4811.2% | $9,284+192.9% | $521+5120.0% |