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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 | $128,094 | $92,219+38.9% | $76,767+66.9% | $135,380-5.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 12.64% | 5.46%+7.2pp | 2.43%+10.2pp | 519.81%-507.2pp |
| Employer contribution / active EE | $12,513 | $3,216+289.1% | $2,485+403.5% | $4,779+161.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,808 | $10,749-64.6% | $6,675-42.9% | $10,828-64.8% |