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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 | $225,230 | $132,310+70.2% | $105,754+113.0% | $273,972-17.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.86% | 10.08%-6.2pp | 12.25%-8.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $14,449 | $4,867+196.9% | $4,079+254.2% | $4,869+196.8% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,006 | $12,036-91.6% | $8,309-87.9% | $10,133-90.1% |