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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 | $132,222 | $100,194+32.0% | $122,979+7.5% | $86,983+52.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.93% | 16.47%-4.5pp | 20.12%-8.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $4,485 | $2,326+92.8% | $3,062+46.4% | $2,584+73.5% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,684 | $10,148-83.4% | $12,864-86.9% | $7,856-78.6% |