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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 | $234,524 | $106,524+120.2% | $152,301+54.0% | $87,485+168.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.01% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $7,574 | $3,371+124.7% | $4,624+63.8% | $2,596+191.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,723 | $8,287-67.1% | $14,398-81.1% | $7,775-65.0% |