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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 | $213,211 | $80,992+163.2% | $96,534+120.9% | $75,173+183.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.17% | 27.05%-13.9pp | 25.88%-12.7pp | 160.72%-147.6pp |
| Employer contribution / active EE | $11,713 | $2,283+413.1% | $2,965+295.0% | $2,671+338.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,236 | $6,717-22.0% | $8,253-36.6% | $5,651-7.3% |