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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 | $213,296 | $62,583+240.8% | $76,767+177.8% | $64,173+232.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.97% | -1.95%+11.9pp | 2.43%+7.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $19,186 | $1,832+947.2% | $2,485+672.0% | $2,381+705.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,230 | $4,667-52.2% | $6,675-66.6% | $4,887-54.4% |