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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 | $104,077 | $87,834+18.5% | $133,975-22.3% | $62,881+65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 13.53% | 12.05%+1.5pp | 29.29%-15.8pp | 20.14%-6.6pp |
| Employer contribution / active EE | $7,016 | $3,482+101.5% | $5,211+34.6% | $2,281+207.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $971 | $5,372-81.9% | $9,324-89.6% | $4,296-77.4% |