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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 | $207,605 | $77,472+168.0% | $100,392+106.8% | $80,935+156.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.78% | 37.26%-21.5pp | 49.45%-33.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $15,905 | $2,800+468.0% | $3,941+303.5% | $2,757+477.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,148 | $5,885+4.5% | $7,904-22.2% | $6,924-11.2% |