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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 | $81,476+55.6% | $102,383+23.8% | $80,925+56.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.16% | 25.59%-5.4pp | 24.94%-4.8pp | 35.65%-15.5pp |
| Employer contribution / active EE | $9,600 | $3,105+209.2% | $3,870+148.0% | $2,756+248.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,446 | $6,717+174.6% | $8,391+119.8% | $6,940+165.8% |