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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 | $142,132 | $106,749+33.1% | $145,433-2.3% | $82,448+72.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 32.37% | 27.59%+4.8pp | 66.58%-34.2pp | 41.64%-9.3pp |
| Employer contribution / active EE | $8,163 | $3,444+137.0% | $4,554+79.2% | $2,551+220.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,224 | $8,390+57.6% | $13,129+0.7% | $7,234+82.8% |