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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 | $181,385 | $45,050+302.6% | $63,018+187.8% | $70,126+158.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.57% | 18.76%-4.2pp | 87.62%-73.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $6,080 | $2,052+196.3% | $2,761+120.2% | $2,343+159.6% |
| Participant deferral / active EE | $6,898 | $2,466+179.8% | $3,330+107.2% | $3,332+107.0% |
| Admin fee / account holder | $7,425 | $2,834+162.0% | $3,601+106.2% | $4,645+59.8% |