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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 | $142,243 | $72,404+96.5% | $110,243+29.0% | $64,173+121.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.29% | -6.29%+16.6pp | 314.76%-304.5pp | 7.63%+2.7pp |
| Employer contribution / active EE | $6,639 | $2,282+191.0% | $3,827+73.5% | $2,381+178.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,223 | $5,664-7.8% | $8,548-38.9% | $4,887+6.9% |