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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 | $163,033 | $65,367+149.4% | $92,915+75.5% | $72,976+123.4% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 20.89% | 42.11%-21.2pp | 109.45%-88.6pp | 81.02%-60.1pp |
| Employer contribution / active EE | $7,852 | $2,594+202.7% | $3,653+114.9% | $2,440+221.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,015 | $4,251-52.6% | $5,796-65.2% | $5,124-60.7% |