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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 | $200,716 | $99,380+102.0% | $90,312+122.2% | $155,188+29.3% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 17.38% | 19.35%-2.0pp | 18.90%-1.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $9,130 | $2,390+282.1% | $2,243+307.1% | $4,248+114.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,798 | $9,766-71.4% | $8,248-66.1% | $14,480-80.7% |