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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 | $123,478+16.8% | $216,567-33.4% | $94,015+53.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 12.82% | 23.61%-10.8pp | 12.94%-0.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $8,213 | $3,136+161.9% | $5,216+57.5% | $2,790+194.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $67,950 | $12,753+432.8% | $21,981+209.1% | $8,951+659.1% |