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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 | $123,591 | $97,648+26.6% | $121,663+1.6% | $87,485+41.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.42% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $6,583 | $2,300+186.1% | $3,020+118.0% | $2,596+153.5% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,031 | $11,100+80.5% | $14,289+40.2% | $7,775+157.6% |