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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 | $136,617 | $77,816+75.6% | $123,552+10.6% | $64,173+112.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.66% | 12.49%-3.8pp | 119.20%-110.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $4,411 | $3,014+46.4% | $4,628-4.7% | $2,381+85.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,543 | $5,519-53.9% | $9,285-72.6% | $4,887-48.0% |