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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 | $167,901 | $57,590+191.5% | $86,233+94.7% | $82,448+103.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 37.27% | 22.41%+14.9pp | 61.39%-24.1pp | 41.64%-4.4pp |
| Employer contribution / active EE | $23,528 | $1,655+1321.4% | $2,504+839.5% | $2,551+822.3% |
| Participant deferral / active EE | $9,951 | $3,080+223.1% | $4,559+118.3% | $4,139+140.4% |
| Admin fee / account holder | $4,320 | $4,730-8.7% | $8,342-48.2% | $7,234-40.3% |