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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 | $156,068 | $62,583+149.4% | $76,767+103.3% | $64,173+143.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 18.57% | -1.95%+20.5pp | 2.43%+16.1pp | 7.63%+10.9pp |
| Employer contribution / active EE | $3,704 | $1,832+102.2% | $2,485+49.0% | $2,381+55.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,849 | $4,667+196.7% | $6,675+107.5% | $4,887+183.4% |