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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 | $209,087 | $39,126+434.4% | $57,181+265.7% | $62,891+232.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.84% | 9.24%+1.6pp | 14.59%-3.8pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,578 | $2,374+345.5% | $3,096+241.7% | $3,203+230.2% |
| Admin fee / account holder | $1,047 | $2,593-59.6% | $3,139-66.6% | $4,296-75.6% |