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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 | $192,594 | $65,367+194.6% | $92,915+107.3% | $72,976+163.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 43.47% | 42.11%+1.4pp | 109.45%-66.0pp | 81.02%-37.5pp |
| Employer contribution / active EE | $7,895 | $2,594+204.4% | $3,653+116.1% | $2,440+223.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,886 | $4,251-8.6% | $5,796-33.0% | $5,124-24.2% |