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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 | $196,450 | $45,041+336.2% | $63,003+211.8% | $70,131+180.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.72% | 18.76%-1.0pp | 87.59%-69.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,853 | $2,052+87.8% | $2,760+39.6% | $2,342+64.5% |
| Participant deferral / active EE | $5,680 | $2,465+130.4% | $3,329+70.6% | $3,332+70.5% |
| Admin fee / account holder | $16,552 | $2,836+483.7% | $3,600+359.8% | $4,645+256.3% |