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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 | $123,087 | $48,327+154.7% | $67,575+82.1% | $80,935+52.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 18.33% | 18.31%0pp | 3528.98%-3510.6pp | 35.66%-17.3pp |
| Employer contribution / active EE | $7,822 | $2,022+286.8% | $2,736+185.9% | $2,757+183.7% |
| Participant deferral / active EE | $12,324 | $2,927+321.0% | $4,003+207.8% | $4,299+186.6% |
| Admin fee / account holder | $6,816 | $3,692+84.6% | $3,993+70.7% | $6,924-1.6% |