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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 | $149,688 | $55,713+168.7% | $75,901+97.2% | $72,975+105.1% |
| Participation rate | 89.6% | 61.1%+28.5pp | 69.3%+20.3pp | 69.5%+20.1pp |
| Annual return | 19.88% | 27.60%-7.7pp | 30.76%-10.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $16,252 | $1,687+863.4% | $2,501+549.9% | $2,440+566.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,000 | $3,980+226.6% | $5,420+139.9% | $5,124+153.7% |