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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 | $141,510 | $109,359+29.4% | $162,177-12.7% | $72,975+93.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.28% | 25.46%-4.2pp | 115.60%-94.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $5,564 | $3,907+42.4% | $5,613-0.9% | $2,440+128.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,862 | $7,972-51.6% | $10,843-64.4% | $5,124-24.6% |