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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 | $45,050+257.0% | $63,018+155.2% | $70,126+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 | 87.62%-72.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $9,149 | $2,052+345.9% | $2,761+231.4% | $2,343+290.6% |
| Participant deferral / active EE | $7,460 | $2,466+202.6% | $3,330+124.0% | $3,332+123.9% |
| Admin fee / account holder | $7,424 | $2,834+162.0% | $3,601+106.2% | $4,645+59.8% |