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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 | $178,448 | $67,602+164.0% | $82,312+116.8% | $70,126+154.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.97% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,033 | $2,987+102.0% | $3,706+62.8% | $3,332+81.1% |
| Admin fee / account holder | $8,993 | $4,512+99.3% | $5,608+60.4% | $4,645+93.6% |