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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 | $140,812 | $67,894+107.4% | $89,340+57.6% | $82,448+70.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.99% | 19.21%-6.2pp | 20.57%-7.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $12,410 | $1,828+579.0% | $2,231+456.2% | $2,551+386.5% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,888 | $5,723-14.6% | $6,704-27.1% | $7,234-32.4% |