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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 | $107,081 | $72,273+48.2% | $101,275+5.7% | $79,856+34.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.86% | 22.30%+4.6pp | 46.48%-19.6pp | 31.71%-4.8pp |
| Employer contribution / active EE | $4,327 | $2,691+60.8% | $3,660+18.2% | $2,471+75.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,350 | $4,401-1.2% | $5,948-26.9% | $5,306-18.0% |