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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 | $113,739 | $45,082+152.3% | $69,464+63.7% | $72,975+55.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.06% | 22.66%-3.6pp | 28.98%-9.9pp | 81.01%-62.0pp |
| Employer contribution / active EE | $11,600 | $2,055+464.4% | $2,779+317.4% | $2,440+375.4% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,384 | $3,057-54.7% | $3,840-64.0% | $5,124-73.0% |