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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 | $205,646 | $59,440+246.0% | $78,004+163.6% | $82,637+148.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 21.99% | 40.24%-18.2pp | 31.07%-9.1pp | 53.51%-31.5pp |
| Employer contribution / active EE | $7,777 | $1,750+344.3% | $2,469+215.0% | $2,552+204.7% |
| Participant deferral / active EE | $9,843 | $3,138+213.6% | $4,092+140.6% | $4,126+138.6% |
| Admin fee / account holder | $5,307 | $5,504-3.6% | $7,578-30.0% | $7,339-27.7% |