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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 | $204,191 | $86,050+137.3% | $189,758+7.6% | $94,015+117.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.92% | 17.77%-2.8pp | 52.62%-37.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $8,511 | $2,819+201.9% | $4,767+78.6% | $2,790+205.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,919 | $6,627-71.0% | $20,388-90.6% | $8,951-78.6% |