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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 | $153,971 | $54,757+181.2% | $90,300+70.5% | $72,983+111.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.15% | 30.63%-7.5pp | 78.11%-55.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $8,700 | $2,092+315.8% | $2,854+204.8% | $2,440+256.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,580 | $3,972+65.7% | $5,353+22.9% | $5,124+28.4% |