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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 | $189,623 | $78,423+141.8% | $95,964+97.6% | $79,856+137.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.02% | 19.37%-8.4pp | 91.64%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $8,780 | $1,945+351.3% | $2,541+245.5% | $2,471+255.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,634 | $5,622+106.9% | $6,797+71.2% | $5,306+119.2% |