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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 | $164,005 | $77,896+110.5% | $134,172+22.2% | $82,448+98.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 15.63% | 18.21%-2.6pp | 25.30%-9.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $13,930 | $2,159+545.1% | $3,420+307.3% | $2,551+446.1% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,208 | $6,336-49.4% | $12,016-73.3% | $7,234-55.7% |