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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 | $208,298 | $81,476+155.7% | $102,383+103.5% | $80,925+157.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.17% | 25.59%-13.4pp | 24.94%-12.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $7,724 | $3,105+148.8% | $3,870+99.6% | $2,756+180.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,239 | $6,717+112.0% | $8,391+69.7% | $6,940+105.2% |