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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 | $160,217 | $55,713+187.6% | $75,901+111.1% | $72,975+119.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.36% | 27.60%-10.2pp | 30.76%-13.4pp | 81.01%-63.7pp |
| Employer contribution / active EE | $10,783 | $1,687+539.2% | $2,501+331.1% | $2,440+341.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,547 | $3,980+39.4% | $5,420+2.3% | $5,124+8.3% |