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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 | $185,752 | $51,184+262.9% | $66,439+179.6% | $86,983+113.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.10% | 17.07%-5.0pp | 757.66%-745.6pp | 25.83%-13.7pp |
| Employer contribution / active EE | $6,331 | $2,023+213.0% | $2,637+140.1% | $2,584+145.0% |
| Participant deferral / active EE | $7,103 | $2,927+142.6% | $3,876+83.2% | $4,194+69.4% |
| Admin fee / account holder | $5,614 | $4,154+35.1% | $6,173-9.1% | $7,856-28.5% |