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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 | $126,588 | $78,682+60.9% | $109,188+15.9% | $85,851+47.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.85% | 25.09%-11.2pp | 25.76%-11.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $3,746 | $2,734+37.0% | $3,723+0.6% | $2,565+46.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $903 | $5,470-83.5% | $6,755-86.6% | $6,261-85.6% |