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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 | $193,238 | $135,956+42.1% | $123,894+56.0% | $273,972-29.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.58% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $21,085 | $5,170+307.8% | $4,617+356.7% | $4,869+333.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,175 | $9,817-88.0% | $8,357-85.9% | $10,133-88.4% |