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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 | $248,286 | $60,349+311.4% | $74,184+234.7% | $62,881+294.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.83% | 21.38%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $9,562 | $1,680+469.1% | $2,370+303.4% | $2,281+319.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,373 | $4,261-67.8% | $5,586-75.4% | $4,296-68.0% |