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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 | $160,825 | $45,041+257.1% | $63,003+155.3% | $70,131+129.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.81% | 18.76%-3.9pp | 87.59%-72.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $9,149 | $2,052+345.9% | $2,760+231.5% | $2,342+290.6% |
| Participant deferral / active EE | $7,460 | $2,465+202.6% | $3,329+124.1% | $3,332+123.9% |
| Admin fee / account holder | $7,424 | $2,836+161.8% | $3,600+106.2% | $4,645+59.8% |