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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 | $194,387 | $86,298+125.3% | $111,308+74.6% | $85,847+126.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.52% | 19.99%-1.5pp | 54.67%-36.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $4,688 | $2,044+129.4% | $2,732+71.6% | $2,565+82.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,583 | $8,189+17.0% | $7,965+20.3% | $6,261+53.1% |