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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 | $192,715 | $58,099+231.7% | $76,902+150.6% | $75,177+156.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.11% | 26.71%-7.6pp | 37.91%-18.8pp | 160.75%-141.6pp |
| Employer contribution / active EE | $6,434 | $1,996+222.4% | $2,534+153.9% | $2,671+140.9% |
| Participant deferral / active EE | $3,972 | $2,999+32.4% | $3,833+3.6% | $4,126-3.7% |
| Admin fee / account holder | $1,931 | $4,778-59.6% | $5,479-64.7% | $5,651-65.8% |