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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 | $173,032 | $80,983+113.7% | $96,544+79.2% | $75,177+130.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.27% | 27.05%-13.8pp | 25.88%-12.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $4,042 | $2,282+77.1% | $2,966+36.3% | $2,671+51.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,832 | $6,717-28.1% | $8,254-41.5% | $5,651-14.5% |