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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 | $150,608 | $87,733+71.7% | $106,555+41.3% | $85,847+75.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.06% | 21.86%-6.8pp | 26.80%-11.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $7,274 | $2,073+250.9% | $2,819+158.0% | $2,565+183.6% |
| Participant deferral / active EE | $6,177 | $3,469+78.1% | $4,399+40.4% | $3,952+56.3% |
| Admin fee / account holder | $3,232 | $6,767-52.2% | $7,408-56.4% | $6,261-48.4% |