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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 | $115,931+80.5% | $185,441+12.8% | $86,983+140.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 15.27% | 21.47%-6.2pp | 20.16%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $4,029 | $2,937+37.2% | $4,672-13.8% | $2,584+55.9% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $47,330 | $10,687+342.9% | $17,890+164.6% | $7,856+502.5% |