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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 | $247,206 | $45,079+448.4% | $69,461+255.9% | $72,983+238.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.10% | 22.65%-7.6pp | 28.97%-13.9pp | 81.01%-65.9pp |
| Employer contribution / active EE | $3,918 | $2,055+90.7% | $2,779+41.0% | $2,440+60.6% |
| Participant deferral / active EE | $7,698 | $2,603+195.8% | $3,536+117.7% | $3,608+113.4% |
| Admin fee / account holder | $27,438 | $3,056+797.9% | $3,840+614.6% | $5,124+435.5% |