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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 | $137,255 | $67,823+102.4% | $52,425+161.8% | $137,2560% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.06% | 219.11%-204.0pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,036 | $1,163+333.0% | $914+450.8% | $4,156+21.2% |
| Participant deferral / active EE | $9,855 | $2,288+330.7% | $1,790+450.4% | $6,407+53.8% |
| Admin fee / account holder | $1,501 | $2,844-47.2% | $2,495-39.8% | $12,270-87.8% |