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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 | $175,815 | $72,273+143.3% | $101,275+73.6% | $79,856+120.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 35.58% | 22.30%+13.3pp | 46.48%-10.9pp | 31.71%+3.9pp |
| Employer contribution / active EE | $18,114 | $2,691+573.1% | $3,660+394.9% | $2,471+633.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,225 | $4,401+109.6% | $5,948+55.1% | $5,306+73.8% |