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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 | $87,059+49.6% | $105,608+23.4% | $80,925+61.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 25.12% | 17.05%+8.1pp | 116.50%-91.4pp | 35.65%-10.5pp |
| Employer contribution / active EE | $3,121 | $2,396+30.2% | $3,167-1.5% | $2,756+13.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,356 | $8,443-83.9% | $11,028-87.7% | $6,940-80.5% |