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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 | $141,556 | $55,684+154.2% | $75,900+86.5% | $72,976+94.0% |
| Participation rate | 81.5% | 61.1%+20.3pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 22.41% | 27.60%-5.2pp | 30.73%-8.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $15,046 | $1,687+791.9% | $2,501+501.6% | $2,440+516.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,706 | $3,981+168.9% | $5,421+97.5% | $5,124+108.9% |