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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 | $111,356 | $54,162+105.6% | $68,612+62.3% | $64,173+73.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 35.91% | -1.62%+37.5pp | -4.63%+40.5pp | 7.63%+28.3pp |
| Employer contribution / active EE | $13,665 | $1,846+640.3% | $2,625+420.6% | $2,381+474.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,592 | $4,029+88.4% | $5,131+48.0% | $4,887+55.3% |