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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 | $236,623 | $84,236+180.9% | $170,439+38.8% | $70,124+237.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.11% | 23.06%-6.0pp | 205.94%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,929 | $3,387+16.0% | $5,433-27.7% | $2,342+67.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,827 | $5,698+19.8% | $13,881-50.8% | $4,645+47.0% |