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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 | $234,247 | $73,787+217.5% | $98,716+137.3% | $82,448+184.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.86% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,785 | $1,511+150.5% | $2,279+66.1% | $2,551+48.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,387 | $6,500+213.6% | $8,703+134.3% | $7,234+181.8% |