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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 | $145,529 | $59,115+146.2% | $77,175+88.6% | $75,173+93.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.33% | 26.71%-12.4pp | 37.88%-23.6pp | 160.65%-146.3pp |
| Employer contribution / active EE | $14,655 | $1,995+634.7% | $2,533+478.5% | $2,670+448.8% |
| Participant deferral / active EE | $0 | $2,998-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,751 | $4,776+146.1% | $5,474+114.7% | $5,651+107.9% |