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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 | $203,055 | $96,731+109.9% | $123,973+63.8% | $86,983+133.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 23.76% | 17.33%+6.4pp | 388.13%-364.4pp | 25.83%-2.1pp |
| Employer contribution / active EE | $2,910 | $3,297-11.7% | $4,126-29.5% | $2,584+12.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,317 | $8,722-50.5% | $11,799-63.4% | $7,856-45.1% |