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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 | $125,627 | $94,529+32.9% | $140,019-10.3% | $64,173+95.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 17.09% | 7.77%+9.3pp | 651.17%-634.1pp | 7.63%+9.5pp |
| Employer contribution / active EE | $13,134 | $3,812+244.5% | $5,605+134.3% | $2,381+451.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,439 | $6,741-49.0% | $10,705-67.9% | $4,887-29.6% |