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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 | $225,612 | $80,983+178.6% | $96,544+133.7% | $75,177+200.1% |
| Participation rate | 84.1% | 71.8%+12.3pp | 76.0%+8.1pp | 67.2%+16.9pp |
| Annual return | 13.38% | 27.05%-13.7pp | 25.88%-12.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $20,455 | $2,282+796.2% | $2,966+589.5% | $2,671+665.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,971 | $6,717+182.4% | $8,254+129.8% | $5,651+235.7% |