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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 | $219,590 | $57,828+279.7% | $117,039+87.6% | $70,124+213.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.96% | 17.55%+0.4pp | 18.95%-1.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,357 | $1,816+195.0% | $3,785+41.5% | $2,342+128.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,150 | $3,548-11.2% | $5,974-47.3% | $4,645-32.2% |