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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 | $117,030 | $72,492+61.4% | $87,104+34.4% | $72,975+60.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.22% | 24.46%-7.2pp | 28.19%-11.0pp | 81.01%-63.8pp |
| Employer contribution / active EE | $10,590 | $1,894+459.2% | $2,521+320.0% | $2,440+334.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $759 | $5,055-85.0% | $7,491-89.9% | $5,124-85.2% |