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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 | $146,391 | $72,177+102.8% | $115,038+27.3% | $59,633+145.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.07% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,908 | $2,841+108.0% | $4,608+28.2% | $2,203+168.2% |
| Participant deferral / active EE | $8,727 | $4,783+82.5% | $6,026+44.8% | $3,192+173.4% |
| Admin fee / account holder | $359 | $4,927-92.7% | $8,175-95.6% | $4,297-91.6% |