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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 | $187,588 | $76,551+145.1% | $123,894+51.4% | $62,881+198.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 17.68% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.5pp |
| Employer contribution / active EE | $8,536 | $2,882+196.1% | $4,617+84.9% | $2,281+274.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,702 | $4,826-64.7% | $8,357-79.6% | $4,296-60.4% |