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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 | $231,583 | $103,949+122.8% | $69,182+234.7% | $273,972-15.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 11.22% | 35.28%-24.1pp | -21.93%+33.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $9,903 | $1,783+455.4% | $1,206+721.0% | $4,869+103.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $57,024 | $3,671+1453.6% | $2,697+2014.6% | $10,133+462.8% |