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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 | $236,660 | $76,401+209.8% | $106,387+122.5% | $64,173+268.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -5.57% | -2.19%-3.4pp | 0.25%-5.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $15,592 | $2,680+481.8% | $3,520+343.0% | $2,381+554.9% |
| Participant deferral / active EE | $15,707 | $4,274+267.5% | $5,421+189.7% | $3,470+352.7% |
| Admin fee / account holder | $9,847 | $4,610+113.6% | $7,510+31.1% | $4,887+101.5% |