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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 | $217,916 | $94,031+131.7% | $115,768+88.2% | $82,448+164.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 19.26% | 20.61%-1.4pp | 100.46%-81.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $21,020 | $2,323+804.7% | $2,940+615.0% | $2,551+724.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,043 | $10,249+56.5% | $12,439+29.0% | $7,234+121.8% |