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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 | $217,993 | $76,371+185.4% | $93,621+132.8% | $72,976+198.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.53% | 25.82%-8.3pp | 32.76%-15.2pp | 81.02%-63.5pp |
| Employer contribution / active EE | $19,263 | $2,276+746.5% | $2,719+608.5% | $2,440+689.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,536 | $6,839+141.8% | $7,890+109.6% | $5,124+222.7% |