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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 | $232,940 | $86,949+167.9% | $102,460+127.3% | $80,959+187.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.80% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $9,050 | $2,370+281.9% | $3,025+199.2% | $2,757+228.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,125 | $8,048-36.3% | $9,460-45.8% | $6,925-26.0% |