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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 | $245,212 | $95,404+157.0% | $113,397+116.2% | $82,637+196.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.53% | 19.08%-6.5pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $12,261 | $2,307+431.5% | $2,977+311.8% | $2,552+380.4% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,521 | $9,168-50.7% | $11,957-62.2% | $7,339-38.4% |