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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 | $153,272 | $52,279+193.2% | $89,414+71.4% | $79,852+91.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 24.61% | 22.16%+2.4pp | 245.50%-220.9pp | 31.72%-7.1pp |
| Employer contribution / active EE | $12,335 | $1,572+684.9% | $2,586+376.9% | $2,471+399.2% |
| Participant deferral / active EE | $12,083 | $2,740+340.9% | $3,890+210.6% | $3,740+223.0% |
| Admin fee / account holder | $811 | $3,356-75.8% | $4,883-83.4% | $5,306-84.7% |