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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 | $149,542 | $43,075+247.2% | $74,577+100.5% | $62,881+137.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.12% | 17.50%-12.4pp | 20.47%-15.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $7,446 | $1,498+397.2% | $2,525+194.9% | $2,281+226.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,323 | $2,840+298.7% | $4,138+173.6% | $4,296+163.6% |