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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 | $182,588 | $80,985+125.5% | $96,576+89.1% | $75,181+142.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.57% | 27.05%-9.5pp | 25.87%-8.3pp | 160.69%-143.1pp |
| Employer contribution / active EE | $25,427 | $2,282+1014.0% | $2,965+757.6% | $2,671+852.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,812 | $6,719-73.0% | $8,253-78.0% | $5,650-67.9% |