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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 | $213,429 | $65,027+228.2% | $90,970+134.6% | $79,852+167.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.72% | 30.45%-19.7pp | 134.58%-123.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $9,597 | $1,247+669.4% | $2,122+352.2% | $2,471+288.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,855 | $4,535-15.0% | $5,960-35.3% | $5,306-27.4% |