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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 | $172,377 | $69,977+146.3% | $108,582+58.8% | $62,881+174.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.02% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $5,000 | $2,135+134.2% | $3,758+33.0% | $2,281+119.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,281 | $5,076+82.8% | $7,645+21.4% | $4,296+116.1% |