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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 | $106,247 | $101,795+4.4% | $165,100-35.6% | $80,959+31.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 29.77% | 16.73%+13.0pp | 70.21%-40.4pp | 35.67%-5.9pp |
| Employer contribution / active EE | $8,733 | $2,954+195.7% | $4,348+100.9% | $2,757+216.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,752 | $8,221-17.9% | $12,696-46.8% | $6,925-2.5% |