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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 | $157,092 | $77,816+101.9% | $123,552+27.1% | $64,173+144.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.04% | 12.49%-10.4pp | 119.20%-117.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $10,620 | $3,014+252.3% | $4,628+129.5% | $2,381+346.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,980 | $5,519+26.5% | $9,285-24.8% | $4,887+42.8% |