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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 | $130,575 | $57,828+125.8% | $117,039+11.6% | $70,126+86.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.06% | 17.55%-4.5pp | 18.95%-5.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $13,584 | $1,816+648.1% | $3,785+258.9% | $2,343+479.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,384 | $3,548+51.7% | $5,974-9.9% | $4,645+15.9% |