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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 | $65,254 | $57,352+13.8% | $83,831-22.2% | $64,173+1.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 12.28% | 11.38%+0.9pp | 850.99%-838.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $11,929 | $2,546+368.6% | $3,631+228.5% | $2,381+401.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,060 | $4,046+25.0% | $5,479-7.6% | $4,887+3.5% |