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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 | $74,705 | $50,554+47.8% | $67,681+10.4% | $87,485-14.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 17.50% | 17.81%-0.3pp | 590.58%-573.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $7,160 | $1,988+260.1% | $2,678+167.3% | $2,596+175.8% |
| Participant deferral / active EE | $5,666 | $2,961+91.3% | $3,976+42.5% | $4,274+32.6% |
| Admin fee / account holder | $15,928 | $4,132+285.4% | $6,100+161.1% | $7,775+104.9% |