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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 | $174,366 | $67,894+156.8% | $89,340+95.2% | $82,448+111.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.81% | 19.21%-5.4pp | 20.57%-6.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,000 | $1,828+118.8% | $2,231+79.3% | $2,551+56.8% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,825 | $5,723-15.7% | $6,704-28.0% | $7,234-33.3% |