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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 | $217,165 | $78,423+176.9% | $95,964+126.3% | $79,856+171.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.97% | 19.37%-7.4pp | 91.64%-79.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $13,353 | $1,945+586.4% | $2,541+425.4% | $2,471+440.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,680 | $5,622-52.3% | $6,797-60.6% | $5,306-49.5% |