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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 | $246,267 | $81,476+202.3% | $102,383+140.5% | $80,925+204.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.68% | 25.59%-11.9pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $17,921 | $3,105+477.2% | $3,870+363.0% | $2,756+550.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $46,331 | $6,717+589.7% | $8,391+452.1% | $6,940+567.6% |