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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 | $131,636 | $94,529+39.3% | $140,019-6.0% | $64,173+105.1% |
| Participation rate | 98.5% | 84.1%+14.4pp | 87.5%+11.0pp | 69.6%+29.0pp |
| Annual return | 2.34% | 7.77%-5.4pp | 651.15%-648.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $6,176 | $3,812+62.0% | $5,605+10.2% | $2,381+159.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,015 | $6,741+48.6% | $10,705-6.4% | $4,887+104.9% |