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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 | $147,729 | $46,877+215.1% | $122,354+20.7% | $70,126+110.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.75% | 24.22%-10.5pp | 30.28%-16.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,539 | $1,288+97.1% | $4,051-37.3% | $2,343+8.4% |
| Participant deferral / active EE | $2,539 | $2,167+17.1% | $3,287-22.8% | $3,332-23.8% |
| Admin fee / account holder | $16,185 | $3,324+386.9% | $5,479+195.4% | $4,645+248.4% |