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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 | $143,442 | $72,273+98.5% | $101,275+41.6% | $79,856+79.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.75% | 22.30%-8.5pp | 46.48%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $16,069 | $2,691+497.1% | $3,660+339.0% | $2,471+550.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $28,216 | $4,401+541.1% | $5,948+374.4% | $5,306+431.7% |