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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 | $185,931 | $59,839+210.7% | $81,991+126.8% | $79,852+132.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 12.92% | 17.56%-4.6pp | 41.31%-28.4pp | 31.72%-18.8pp |
| Employer contribution / active EE | $15,778 | $1,713+820.8% | $2,498+531.5% | $2,471+538.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,571 | $4,287+53.3% | $5,665+16.0% | $5,306+23.8% |