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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 | $93,494 | $69,273+35.0% | $90,796+3.0% | $82,637+13.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 37.83% | 18.37%+19.5pp | 19.29%+18.5pp | 53.51%-15.7pp |
| Employer contribution / active EE | $6,837 | $1,865+266.6% | $2,294+198.1% | $2,552+167.9% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,542 | $5,511-72.0% | $7,024-78.0% | $7,339-79.0% |