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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 | $126,617 | $54,541+132.1% | $78,778+60.7% | $70,126+80.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.71% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $10,750 | $1,089+887.6% | $1,986+441.4% | $2,343+358.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,547 | $3,709-58.3% | $5,134-69.9% | $4,645-66.7% |