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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 | $136,736 | $87,733+55.9% | $106,555+28.3% | $85,847+59.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.77% | 21.86%-6.1pp | 26.80%-11.0pp | 318.61%-302.8pp |
| Employer contribution / active EE | $9,475 | $2,073+357.1% | $2,819+236.1% | $2,565+269.3% |
| Participant deferral / active EE | $8,127 | $3,469+134.3% | $4,399+84.8% | $3,952+105.6% |
| Admin fee / account holder | $17,598 | $6,767+160.0% | $7,408+137.6% | $6,261+181.1% |