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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 | $107,484 | $58,258+84.5% | $81,820+31.4% | $80,925+32.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 20.10% | 41.76%-21.7pp | 777.93%-757.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $8,498 | $2,345+262.3% | $2,915+191.5% | $2,756+208.3% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,306 | $4,976+26.7% | $7,391-14.7% | $6,940-9.1% |