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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 | $249,727 | $123,478+102.2% | $216,567+15.3% | $94,015+165.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 10.54% | 23.61%-13.1pp | 12.94%-2.4pp | 17.84%-7.3pp |
| Employer contribution / active EE | $10,109 | $3,136+222.4% | $5,216+93.8% | $2,790+262.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,126 | $12,753-75.5% | $21,981-85.8% | $8,951-65.1% |