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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 | $113,312 | $75,963+49.2% | $97,995+15.6% | $70,126+61.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 17.91% | 19.26%-1.4pp | 23.94%-6.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $4,431 | $3,278+35.2% | $4,158+6.6% | $2,343+89.2% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,340 | $5,407+109.7% | $5,943+90.8% | $4,645+144.1% |