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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 | $206,419 | $81,446+153.4% | $103,374+99.7% | $80,874+155.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.11% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $24,374 | $3,107+684.5% | $3,869+529.9% | $2,756+784.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,349 | $6,715+69.0% | $8,394+35.2% | $6,935+63.6% |