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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 | $124,906 | $76,551+63.2% | $123,894+0.8% | $62,881+98.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.11% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,901 | $2,882+104.7% | $4,617+27.8% | $2,281+158.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,461 | $4,826-7.6% | $8,357-46.6% | $4,296+3.8% |