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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 | $196,592 | $93,064+111.2% | $74,577+163.6% | $273,972-28.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.25% | 26.18%-17.9pp | 20.47%-12.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $22,050 | $3,160+597.8% | $2,525+773.2% | $4,869+352.9% |
| Participant deferral / active EE | $11,332 | $4,160+172.4% | $3,458+227.7% | $5,287+114.3% |
| Admin fee / account holder | $1,193 | $5,273-77.4% | $4,138-71.2% | $10,133-88.2% |