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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 | $210,293 | $63,140+233.1% | $304,612-31.0% | $116,462+80.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | 13.00% | 15.04%-2.0pp | 329.91%-316.9pp | 15.65%-2.6pp |
| Employer contribution / active EE | $9,836 | $2,385+312.4% | $7,476+31.6% | $3,231+204.4% |
| Participant deferral / active EE | $0 | $2,741-100.0% | $5,388-100.0% | $3,836-100.0% |
| Admin fee / account holder | $27,505 | $7,583+262.7% | $12,962+112.2% | $12,754+115.7% |