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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 | $183,223 | $49,239+272.1% | $70,462+160.0% | $79,858+129.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.09% | 30.08%-15.0pp | 109.08%-94.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $4,035 | $2,100+92.1% | $2,737+47.4% | $2,471+63.3% |
| Participant deferral / active EE | $2,294 | $2,769-17.2% | $3,710-38.2% | $3,740-38.7% |
| Admin fee / account holder | $7,689 | $2,876+167.3% | $3,845+100.0% | $5,306+44.9% |