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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 | $123,017 | $72,486+69.7% | $87,103+41.2% | $72,976+68.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $4,825 | $1,894+154.8% | $2,521+91.4% | $2,440+97.7% |
| Participant deferral / active EE | $5,826 | $3,270+78.2% | $4,049+43.9% | $3,608+61.5% |
| Admin fee / account holder | $8,502 | $5,055+68.2% | $7,491+13.5% | $5,124+65.9% |