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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 | $241,524 | $63,809+278.5% | $81,353+196.9% | $80,935+198.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 22.19% | 16.37%+5.8pp | 24.82%-2.6pp | 35.66%-13.5pp |
| Employer contribution / active EE | $11,165 | $1,981+463.6% | $2,464+353.1% | $2,757+305.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,858 | $5,686+55.8% | $5,766+53.6% | $6,924+27.9% |