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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 | $89,053 | $73,787+20.7% | $98,716-9.8% | $82,448+8.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 21.05% | 18.57%+2.5pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $30,288 | $1,511+1904.2% | $2,279+1229.2% | $2,551+1087.3% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $30,402 | $6,500+367.7% | $8,703+249.3% | $7,234+320.2% |