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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 | $120,037 | $62,583+91.8% | $76,767+56.4% | $64,173+87.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 18.04% | -1.95%+20.0pp | 2.43%+15.6pp | 7.63%+10.4pp |
| Employer contribution / active EE | $15,057 | $1,832+721.9% | $2,485+505.9% | $2,381+532.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,684 | $4,667+0.4% | $6,675-29.8% | $4,887-4.2% |