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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 | $137,471 | $106,524+29.1% | $152,301-9.7% | $87,485+57.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.75% | 26.89%-7.1pp | 80.50%-60.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $13,463 | $3,371+299.3% | $4,624+191.1% | $2,596+418.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,329 | $8,287-35.7% | $14,398-63.0% | $7,775-31.5% |