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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 | $185,994 | $71,873+158.8% | $86,698+114.5% | $68,490+171.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.58% | 3.54%+4.0pp | 35.96%-28.4pp | -7.85%+15.4pp |
| Employer contribution / active EE | $16,667 | $2,173+666.9% | $2,837+487.5% | $2,597+541.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,436 | $6,110-60.1% | $7,492-67.5% | $5,403-54.9% |