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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 | $112,354 | $61,605+82.4% | $112,273+0.1% | $75,173+49.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.20% | 28.47%-13.3pp | 30.23%-15.0pp | 160.72%-145.5pp |
| Employer contribution / active EE | $12,805 | $2,015+535.3% | $3,431+273.2% | $2,671+379.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,110 | $4,862-56.6% | $7,752-72.8% | $5,651-62.7% |