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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 | $114,601 | $76,551+49.7% | $123,894-7.5% | $62,881+82.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 32.02% | 18.68%+13.3pp | 47.52%-15.5pp | 20.14%+11.9pp |
| Employer contribution / active EE | $6,349 | $2,882+120.3% | $4,617+37.5% | $2,281+178.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,400 | $4,826-50.3% | $8,357-71.3% | $4,296-44.1% |