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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 | $214,179 | $146,267+46.4% | $197,124+8.7% | $82,448+159.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.77% | 29.61%-7.8pp | 44.34%-22.6pp | 41.64%-19.9pp |
| Employer contribution / active EE | $9,565 | $4,723+102.5% | $6,227+53.6% | $2,551+275.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,448 | $14,422-48.4% | $16,298-54.3% | $7,234+3.0% |