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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 | $140,243 | $72,273+94.0% | $101,275+38.5% | $79,856+75.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.61% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,666 | $2,691+36.2% | $3,660+0.2% | $2,471+48.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $998 | $4,401-77.3% | $5,948-83.2% | $5,306-81.2% |