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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 | $200,558 | $69,977+186.6% | $108,582+84.7% | $62,881+218.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 21.80% | 10.73%+11.1pp | -51.70%+73.5pp | 20.14%+1.7pp |
| Employer contribution / active EE | $11,238 | $2,135+426.4% | $3,758+199.0% | $2,281+392.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,863 | $5,076+54.9% | $7,645+2.9% | $4,296+83.0% |