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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 | $72,607+118.4% | $90,259+75.7% | $87,485+81.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 18.64% | 18.59%+0.1pp | 18.88%-0.2pp | 26.06%-7.4pp |
| Employer contribution / active EE | $9,024 | $1,919+370.1% | $2,291+293.8% | $2,596+247.6% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,399 | $5,947-76.5% | $7,267-80.8% | $7,775-82.0% |