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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 | $193,395 | $79,449+143.4% | $189,575+2.0% | $85,847+125.3% |
| Participation rate | 96.1% | 66.0%+30.1pp | 78.4%+17.6pp | 69.3%+26.8pp |
| Annual return | 18.49% | 18.45%0pp | 64.19%-45.7pp | 318.61%-300.1pp |
| Employer contribution / active EE | $4,080 | $2,081+96.1% | $4,412-7.5% | $2,565+59.1% |
| Participant deferral / active EE | $10,172 | $4,051+151.1% | $6,174+64.8% | $3,952+157.4% |
| Admin fee / account holder | $10,681 | $5,377+98.6% | $9,806+8.9% | $6,261+70.6% |