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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 | $217,200 | $56,110+287.1% | $94,993+128.6% | $70,126+209.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 22.95% | 51.02%-28.1pp | 27.14%-4.2pp | 73.15%-50.2pp |
| Employer contribution / active EE | $4,472 | $1,442+210.1% | $2,603+71.8% | $2,343+90.9% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,814 | $3,456-47.5% | $4,960-63.4% | $4,645-61.0% |