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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 | $191,657 | $56,054+241.9% | $171,082+12.0% | $62,881+204.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.74% | 22.52%-11.8pp | 32.56%-21.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $12,069 | $1,731+597.2% | $4,002+201.6% | $2,281+429.1% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,429 | $3,647+323.1% | $8,520+81.1% | $4,296+259.2% |