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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 | $122,505 | $45,041+172.0% | $63,003+94.4% | $70,131+74.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.37% | 18.76%-4.4pp | 87.59%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,710 | $2,052+129.5% | $2,760+70.6% | $2,342+101.1% |
| Participant deferral / active EE | $3,635 | $2,465+47.4% | $3,329+9.2% | $3,332+9.1% |
| Admin fee / account holder | $17,976 | $2,836+534.0% | $3,600+399.3% | $4,645+287.0% |