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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 | $209,212 | $110,137+90.0% | $161,149+29.8% | $82,637+153.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.27% | 20.69%-5.4pp | 21.16%-5.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $4,029 | $2,856+41.1% | $4,360-7.6% | $2,552+57.9% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $47,330 | $9,467+400.0% | $15,194+211.5% | $7,339+544.9% |