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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 | $155,996 | $88,583+76.1% | $88,497+76.3% | $273,970-43.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 22.45% | 5.68%+16.8pp | 7.63%+14.8pp | 41.46%-19.0pp |
| Employer contribution / active EE | $18,889 | $4,502+319.5% | $4,036+368.0% | $4,869+288.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,620 | $8,980-70.8% | $6,220-57.9% | $10,132-74.1% |