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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 | $192,657 | $62,672+207.4% | $185,117+4.1% | $70,126+174.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.55% | 40.79%-26.2pp | 40.50%-25.9pp | 73.15%-58.6pp |
| Employer contribution / active EE | $15,964 | $1,753+810.6% | $4,182+281.8% | $2,343+581.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,617 | $3,932+195.5% | $8,159+42.4% | $4,645+150.1% |