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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 | $170,361 | $57,590+195.8% | $86,233+97.6% | $82,448+106.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 19.85% | 22.41%-2.6pp | 61.39%-41.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $4,115 | $1,655+148.6% | $2,504+64.3% | $2,551+61.3% |
| Participant deferral / active EE | $12,952 | $3,080+320.5% | $4,559+184.1% | $4,139+212.9% |
| Admin fee / account holder | $4,365 | $4,730-7.7% | $8,342-47.7% | $7,234-39.7% |