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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 | $172,001 | $72,273+138.0% | $101,275+69.8% | $79,856+115.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.69% | 22.30%-6.6pp | 46.48%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $13,758 | $2,691+411.2% | $3,660+275.9% | $2,471+456.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,547 | $4,401+3.3% | $5,948-23.6% | $5,306-14.3% |