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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 | $126,463 | $77,574+63.0% | $108,753+16.3% | $86,983+45.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 12.24% | 18.42%-6.2pp | 37.47%-25.2pp | 25.83%-13.6pp |
| Employer contribution / active EE | $6,777 | $1,611+320.8% | $2,427+179.3% | $2,584+162.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,633 | $6,529+16.9% | $10,320-26.0% | $7,856-2.8% |