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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 | $246,823 | $65,712+275.6% | $57,196+331.5% | $273,972-9.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.11% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $15,467 | $3,280+371.5% | $2,683+476.5% | $4,869+217.7% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,197 | $4,838-75.2% | $3,141-61.9% | $10,133-88.2% |