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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 | $156,950 | $71,208+120.4% | $93,681+67.5% | $80,911+94.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.62% | 11.27%-0.6pp | 133.47%-122.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $10,920 | $1,564+598.0% | $2,422+350.8% | $2,756+296.2% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,896 | $6,951+71.2% | $8,290+43.5% | $6,935+71.5% |