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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 | $143,070 | $90,509+58.1% | $78,693+81.8% | $273,968-47.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | 75.61%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,811 | $3,175+272.0% | $2,850+314.4% | $4,869+142.6% |
| Participant deferral / active EE | $16,650 | $3,901+326.8% | $3,517+373.4% | $5,287+214.9% |
| Admin fee / account holder | $9,177 | $5,264+74.3% | $4,511+103.4% | $10,132-9.4% |