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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 | $208,236 | $67,602+208.0% | $82,312+153.0% | $70,126+196.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.72% | 21.57%-2.8pp | 25.88%-7.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $8,935 | $1,755+409.1% | $2,428+267.9% | $2,343+281.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,783 | $4,512-38.3% | $5,608-50.4% | $4,645-40.1% |