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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 | $115,120 | $95,404+20.7% | $113,397+1.5% | $82,637+39.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.45% | 19.08%-5.6pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $4,446 | $2,307+92.8% | $2,977+49.4% | $2,552+74.2% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,232 | $9,168-42.9% | $11,957-56.2% | $7,339-28.7% |