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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 | $221,127 | $81,446+171.5% | $103,374+113.9% | $80,874+173.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.13% | 25.57%-6.4pp | 24.89%-5.8pp | 35.62%-16.5pp |
| Employer contribution / active EE | $15,530 | $3,107+399.8% | $3,869+301.4% | $2,756+463.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,476 | $6,715-63.1% | $8,394-70.5% | $6,935-64.3% |