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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 | $187,180 | $48,337+287.2% | $67,560+177.1% | $80,959+131.2% |
| Participation rate | 92.9% | 66.4%+26.4pp | 72.9%+19.9pp | 67.7%+25.2pp |
| Annual return | 13.12% | 18.26%-5.1pp | 3533.50%-3520.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $15,180 | $2,023+650.5% | $2,737+454.7% | $2,757+450.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,408 | $3,695+208.7% | $3,994+185.6% | $6,925+64.7% |