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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 | $129,547 | $51,708+150.5% | $106,619+21.5% | $62,881+106.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.62% | 4.69%+2.9pp | 9.42%-1.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $8,000 | $1,764+353.6% | $3,947+102.7% | $2,281+250.7% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,147 | $3,349-6.0% | $6,418-51.0% | $4,296-26.7% |