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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 | $81,476+171.4% | $102,383+116.0% | $80,925+173.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.13% | 25.59%-6.5pp | 24.94%-5.8pp | 35.65%-16.5pp |
| Employer contribution / active EE | $15,530 | $3,105+400.2% | $3,870+301.3% | $2,756+463.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,476 | $6,717-63.1% | $8,391-70.5% | $6,940-64.3% |