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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 | $104,946 | $59,440+76.6% | $78,004+34.5% | $82,637+27.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 17.08% | 40.24%-23.2pp | 31.07%-14.0pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,976 | $3,138+345.3% | $4,092+241.6% | $4,126+238.7% |
| Admin fee / account holder | $6,290 | $5,504+14.3% | $7,578-17.0% | $7,339-14.3% |