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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 | $207,998 | $136,307+52.6% | $106,619+95.1% | $273,972-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 13.47% | 11.05%+2.4pp | 9.42%+4.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $6,680 | $5,190+28.7% | $3,947+69.3% | $4,869+37.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,548 | $8,625-35.7% | $6,418-13.6% | $10,133-45.2% |