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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 | $144,229 | $108,825+32.5% | $156,181-7.7% | $82,448+74.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.82% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $8,213 | $2,870+186.2% | $4,294+91.3% | $2,551+222.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $67,950 | $9,341+627.5% | $14,586+365.9% | $7,234+839.3% |