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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 | $173,481 | $71,873+141.4% | $86,698+100.1% | $68,490+153.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 20.16% | 3.54%+16.6pp | 35.96%-15.8pp | -7.85%+28.0pp |
| Employer contribution / active EE | $10,266 | $2,173+372.4% | $2,837+261.9% | $2,597+295.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,934 | $6,110-68.3% | $7,492-74.2% | $5,403-64.2% |