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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 | $228,217 | $59,839+281.4% | $81,991+178.3% | $79,852+185.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 22.36% | 17.56%+4.8pp | 41.31%-18.9pp | 31.72%-9.4pp |
| Employer contribution / active EE | $5,515 | $1,713+221.9% | $2,498+120.7% | $2,471+123.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,270 | $4,287-70.4% | $5,665-77.6% | $5,306-76.1% |