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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 | $210,206 | $92,219+127.9% | $76,767+173.8% | $135,380+55.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 19.77% | 5.46%+14.3pp | 2.43%+17.3pp | 519.81%-500.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,256 | $4,508+16.6% | $3,852+36.4% | $5,609-6.3% |
| Admin fee / account holder | $7,161 | $10,749-33.4% | $6,675+7.3% | $10,828-33.9% |