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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 | $228,826 | $71,873+218.4% | $86,698+163.9% | $68,490+234.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 13.42% | 3.54%+9.9pp | 35.96%-22.5pp | -7.85%+21.3pp |
| Employer contribution / active EE | $4,950 | $2,173+127.7% | $2,837+74.5% | $2,597+90.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,823 | $6,110-37.4% | $7,492-49.0% | $5,403-29.2% |