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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 | $222,694 | $99,345+124.2% | $84,753+162.8% | $273,970-18.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.62% | 22.93%-9.3pp | 22.78%-9.2pp | 41.46%-27.8pp |
| Employer contribution / active EE | $11,498 | $4,214+172.9% | $3,574+221.7% | $4,869+136.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,889 | $6,645+48.8% | $5,333+85.4% | $10,132-2.4% |