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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 | $158,558 | $67,894+133.5% | $89,340+77.5% | $82,448+92.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 18.64% | 19.21%-0.6pp | 20.57%-1.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $9,024 | $1,828+393.7% | $2,231+304.4% | $2,551+253.8% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,399 | $5,723-75.6% | $6,704-79.1% | $7,234-80.7% |