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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 | $213,679 | $64,920+229.1% | $103,693+106.1% | $86,983+145.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 16.37% | 30.29%-13.9pp | 47.61%-31.2pp | 25.83%-9.5pp |
| Employer contribution / active EE | $7,970 | $2,141+272.3% | $2,920+172.9% | $2,584+208.4% |
| Participant deferral / active EE | $7,027 | $3,241+116.8% | $4,579+53.5% | $4,194+67.6% |
| Admin fee / account holder | $3,156 | $6,191-49.0% | $7,858-59.8% | $7,856-59.8% |