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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 | $176,573 | $60,349+192.6% | $74,184+138.0% | $62,881+180.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.99% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $16,260 | $1,680+867.7% | $2,370+586.0% | $2,281+612.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,951 | $4,261-7.3% | $5,586-29.3% | $4,296-8.0% |