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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 | $168,526 | $71,873+134.5% | $86,698+94.4% | $68,490+146.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 10.95% | 3.54%+7.4pp | 35.96%-25.0pp | -7.85%+18.8pp |
| Employer contribution / active EE | $18,639 | $2,173+757.6% | $2,837+557.0% | $2,597+617.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,962 | $6,110+79.4% | $7,492+46.3% | $5,403+102.9% |