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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 | $81,446+167.3% | $103,374+110.6% | $80,874+169.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.68% | 25.57%-7.9pp | 24.89%-7.2pp | 35.62%-17.9pp |
| Employer contribution / active EE | $14,118 | $3,107+354.4% | $3,869+264.9% | $2,756+412.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,905 | $6,715-41.8% | $8,394-53.5% | $6,935-43.7% |