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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 | $226,447 | $56,121+303.5% | $92,985+143.5% | $64,340+252.0% |
| Participation rate | 90.0% | 44.9%+45.1pp | 69.5%+20.5pp | 55.2%+34.8pp |
| Annual return | 15.45% | 19.19%-3.7pp | 27.99%-12.5pp | 24.14%-8.7pp |
| Employer contribution / active EE | $14,188 | $1,351+950.0% | $2,662+432.9% | $1,862+662.1% |
| Participant deferral / active EE | $0 | $2,362-100.0% | $4,377-100.0% | $2,980-100.0% |
| Admin fee / account holder | $19,663 | $6,869+186.3% | $9,463+107.8% | $3,703+431.1% |