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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 | $193,731 | $43,075+349.8% | $74,577+159.8% | $62,881+208.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.90% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $8,215 | $1,498+448.5% | $2,525+225.3% | $2,281+260.2% |
| Participant deferral / active EE | $7,371 | $2,389+208.5% | $3,458+113.2% | $3,203+130.1% |
| Admin fee / account holder | $13,917 | $2,840+390.0% | $4,138+236.3% | $4,296+224.0% |