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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 | $206,412 | $65,367+215.8% | $92,915+122.2% | $72,976+182.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.01% | 42.11%-21.1pp | 109.45%-88.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $6,437 | $2,594+148.2% | $3,653+76.2% | $2,440+163.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,508 | $4,251+76.6% | $5,796+29.5% | $5,124+46.5% |