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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 | $102,392 | $49,025+108.9% | $87,502+17.0% | $62,881+62.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 16.00% | 10.02%+6.0pp | 12.21%+3.8pp | 20.14%-4.1pp |
| Employer contribution / active EE | $7,895 | $1,372+475.5% | $2,550+209.6% | $2,281+246.1% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $388 | $4,065-90.5% | $4,221-90.8% | $4,296-91.0% |