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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 | $110,250 | $101,795+8.3% | $165,100-33.2% | $80,959+36.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 40.00% | 16.73%+23.3pp | 70.21%-30.2pp | 35.67%+4.3pp |
| Employer contribution / active EE | $9,712 | $2,954+228.8% | $4,348+123.4% | $2,757+252.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,741 | $8,221+6.3% | $12,696-31.1% | $6,925+26.2% |