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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 | $195,299 | $72,273+170.2% | $101,275+92.8% | $79,856+144.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.62% | 22.30%-0.7pp | 46.48%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $4,167 | $2,691+54.8% | $3,660+13.8% | $2,471+68.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $26,458 | $4,401+501.1% | $5,948+344.8% | $5,306+398.6% |