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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 | $69,273+128.9% | $90,796+74.6% | $82,637+91.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 18.64% | 18.37%+0.3pp | 19.29%-0.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $9,024 | $1,865+383.8% | $2,294+293.4% | $2,552+253.6% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,399 | $5,511-74.6% | $7,024-80.1% | $7,339-80.9% |