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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 | $148,307 | $63,365+134.1% | $91,994+61.2% | $72,976+103.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.25% | 35.35%-14.1pp | 69.04%-47.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $5,690 | $2,116+169.0% | $3,453+64.8% | $2,440+133.2% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,193 | $4,670+75.5% | $7,744+5.8% | $5,124+59.9% |