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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 | $188,944 | $83,908+125.2% | $68,509+175.8% | $125,393+50.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 16.55% | 14.48%+2.1pp | 8.27%+8.3pp | 282.23%-265.7pp |
| Employer contribution / active EE | $6,527 | $3,031+115.3% | $2,278+186.5% | $4,866+34.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,351-100.0% |
| Admin fee / account holder | $18,278 | $8,982+103.5% | $5,275+246.5% | $9,541+91.6% |