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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 | $173,831 | $72,486+139.8% | $87,103+99.6% | $72,976+138.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.81% | 24.46%-3.6pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $8,501 | $1,894+348.9% | $2,521+237.1% | $2,440+248.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,764 | $5,055+33.8% | $7,491-9.7% | $5,124+32.0% |