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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 | $247,243 | $73,988+234.2% | $96,538+156.1% | $75,177+228.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.89% | 26.73%-4.8pp | 35.74%-13.9pp | 160.75%-138.9pp |
| Employer contribution / active EE | $17,009 | $2,930+480.4% | $3,740+354.7% | $2,671+536.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,361 | $5,220-35.6% | $6,737-50.1% | $5,651-40.5% |