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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 | $123,292 | $100,194+23.1% | $122,979+0.3% | $86,983+41.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.38% | 16.47%-1.1pp | 20.12%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $3,750 | $2,326+61.3% | $3,062+22.5% | $2,584+45.1% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,057 | $10,148-79.7% | $12,864-84.0% | $7,856-73.8% |