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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 | $130,278 | $87,132+49.5% | $105,624+23.3% | $80,959+60.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 25.12% | 17.03%+8.1pp | 116.20%-91.1pp | 35.67%-10.6pp |
| Employer contribution / active EE | $3,121 | $2,397+30.2% | $3,168-1.5% | $2,757+13.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,356 | $8,449-84.0% | $10,961-87.6% | $6,925-80.4% |