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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 | $219,189 | $65,364+235.3% | $92,909+135.9% | $72,975+200.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.34% | 42.11%-22.8pp | 109.44%-90.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $6,209 | $2,594+139.3% | $3,653+70.0% | $2,440+154.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,543 | $4,251-16.7% | $5,795-38.9% | $5,124-30.9% |