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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 | $218,893 | $80,984+170.3% | $96,569+126.7% | $75,173+191.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.89% | 27.05%-14.2pp | 25.87%-13.0pp | 160.65%-147.8pp |
| Employer contribution / active EE | $10,268 | $2,282+349.9% | $2,965+246.3% | $2,670+284.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,348 | $6,720-65.1% | $8,251-71.5% | $5,651-58.4% |