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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 | $180,902 | $67,602+167.6% | $82,312+119.8% | $70,126+158.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.87% | 21.57%+1.3pp | 25.88%-3.0pp | 73.15%-50.3pp |
| Employer contribution / active EE | $12,333 | $1,755+602.8% | $2,428+407.9% | $2,343+426.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,278 | $4,512-5.2% | $5,608-23.7% | $4,645-7.9% |