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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 | $198,303 | $113,339+75.0% | $94,993+108.8% | $147,585+34.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.48% | 20.77%-14.3pp | 27.12%-20.6pp | 578.57%-572.1pp |
| Employer contribution / active EE | $8,457 | $3,160+167.6% | $2,603+224.8% | $4,876+73.4% |
| Participant deferral / active EE | $6,610 | $3,777+75.0% | $3,317+99.3% | $5,439+21.5% |
| Admin fee / account holder | $14,075 | $6,063+132.2% | $4,960+183.8% | $10,885+29.3% |