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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 | $166,242 | $48,076+245.8% | $78,690+111.3% | $62,891+164.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.64% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $9,325 | $2,015+362.8% | $2,851+227.1% | $2,281+308.8% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,766 | $3,207-13.8% | $4,511-38.7% | $4,296-35.6% |