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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 | $140,466 | $57,352+144.9% | $83,831+67.6% | $64,173+118.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.53% | 11.38%-3.8pp | 850.99%-843.5pp | 7.63%-0.1pp |
| Employer contribution / active EE | $10,262 | $2,546+303.1% | $3,631+182.6% | $2,381+331.0% |
| Participant deferral / active EE | $7,577 | $2,993+153.2% | $4,082+85.6% | $3,470+118.4% |
| Admin fee / account holder | $1,165 | $4,046-71.2% | $5,479-78.7% | $4,887-76.2% |