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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 | $215,407 | $86,919+147.8% | $102,457+110.2% | $80,911+166.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.84% | 18.90%-7.1pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $8,982 | $2,368+279.2% | $3,022+197.2% | $2,756+225.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $933 | $8,049-88.4% | $9,451-90.1% | $6,935-86.5% |