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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 | $203,978 | $121,701+67.6% | $104,639+94.9% | $158,982+28.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.00% | 465.72%-459.7pp | 340.67%-334.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $10,232 | $3,165+223.2% | $2,682+281.5% | $4,763+114.8% |
| Participant deferral / active EE | $5,707 | $4,176+36.7% | $3,738+52.7% | $5,983-4.6% |
| Admin fee / account holder | $1,427 | $7,778-81.7% | $6,465-77.9% | $11,252-87.3% |