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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 | $172,301 | $45,050+282.5% | $63,018+173.4% | $70,126+145.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.11% | 18.76%-5.7pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $3,509 | $2,052+71.0% | $2,761+27.1% | $2,343+49.8% |
| Participant deferral / active EE | $5,972 | $2,466+142.2% | $3,330+79.4% | $3,332+79.2% |
| Admin fee / account holder | $15,749 | $2,834+455.7% | $3,601+337.4% | $4,645+239.0% |