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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 | $147,104 | $71,197+106.6% | $93,669+57.0% | $80,925+81.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.19% | 11.27%-0.1pp | 133.59%-122.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $7,605 | $1,565+386.1% | $2,424+213.8% | $2,756+175.9% |
| Participant deferral / active EE | $8,573 | $4,036+112.4% | $4,416+94.1% | $4,299+99.4% |
| Admin fee / account holder | $3,104 | $6,959-55.4% | $8,291-62.6% | $6,940-55.3% |