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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 | $94,436+30.9% | $115,599+6.9% | $82,637+49.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 13.42% | 18.37%-4.9pp | 111.10%-97.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $6,583 | $2,324+183.3% | $2,955+122.7% | $2,552+157.9% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,031 | $10,328+93.9% | $12,841+56.0% | $7,339+172.9% |