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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 | $209,763 | $106,974+96.1% | $90,796+131.0% | $138,895+51.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 12.97% | 20.10%-7.1pp | 19.29%-6.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $3,072 | $2,609+17.8% | $2,294+33.9% | $4,194-26.8% |
| Participant deferral / active EE | $9,428 | $4,455+111.7% | $3,822+146.7% | $6,396+47.4% |
| Admin fee / account holder | $118,427 | $8,626+1272.9% | $7,024+1586.1% | $12,562+842.7% |