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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 | $165,896 | $48,327+243.3% | $67,575+145.5% | $80,935+105.0% |
| Participation rate | 96.4% | 66.4%+30.0pp | 72.9%+23.5pp | 67.7%+28.8pp |
| Annual return | 14.45% | 18.31%-3.9pp | 3528.98%-3514.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,614 | $2,927+330.9% | $4,003+215.1% | $4,299+193.4% |
| Admin fee / account holder | $3,741 | $3,692+1.3% | $3,993-6.3% | $6,924-46.0% |