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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 | $139,771 | $101,798+37.3% | $165,071-15.3% | $80,935+72.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.95% | 16.73%-0.8pp | 70.17%-54.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $8,622 | $2,954+191.8% | $4,347+98.3% | $2,757+212.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,056 | $8,221+71.0% | $12,695+10.7% | $6,924+103.0% |