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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 | $101,752+8.4% | $164,928-33.2% | $80,911+36.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 40.00% | 16.73%+23.3pp | 70.08%-30.1pp | 35.63%+4.4pp |
| Employer contribution / active EE | $9,712 | $2,953+228.9% | $4,343+123.6% | $2,756+252.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,741 | $8,218+6.4% | $12,684-31.1% | $6,935+26.1% |