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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 | $126,775 | $81,446+55.7% | $103,374+22.6% | $80,874+56.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.16% | 25.57%-5.4pp | 24.89%-4.7pp | 35.62%-15.5pp |
| Employer contribution / active EE | $9,600 | $3,107+209.0% | $3,869+148.1% | $2,756+248.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,446 | $6,715+174.7% | $8,394+119.7% | $6,935+166.0% |