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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 | $240,060 | $97,881+145.3% | $80,004+200.1% | $125,389+91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 5.36% | 9.36%-4.0pp | 7.63%-2.3pp | 282.24%-276.9pp |
| Employer contribution / active EE | $14,515 | $3,128+364.1% | $2,473+487.0% | $4,866+198.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,257 | $6,278+15.6% | $5,033+44.2% | $9,541-23.9% |