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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 | $217,724 | $81,476+167.2% | $102,383+112.7% | $80,925+169.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.68% | 25.59%-7.9pp | 24.94%-7.3pp | 35.65%-18.0pp |
| Employer contribution / active EE | $14,118 | $3,105+354.7% | $3,870+264.8% | $2,756+412.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,905 | $6,717-41.9% | $8,391-53.5% | $6,940-43.7% |