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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 | $116,604 | $54,726+113.1% | $68,793+69.5% | $64,181+81.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.58% | -1.62%+14.2pp | -4.63%+17.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $4,742 | $1,846+156.9% | $2,625+80.6% | $2,381+99.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,340 | $4,027+206.4% | $5,131+140.5% | $4,887+152.5% |