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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 | $187,114 | $52,306+257.7% | $69,779+168.2% | $62,881+197.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 10.67% | 13.35%-2.7pp | 12.99%-2.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $17,722 | $1,799+885.0% | $2,338+657.9% | $2,281+677.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $40,156 | $3,691+987.9% | $4,381+816.6% | $4,296+834.8% |