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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 | $213,618 | $43,338+392.9% | $59,887+256.7% | $64,173+232.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.62% | -1.55%-0.1pp | 3.46%-5.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,699 | $2,030+131.5% | $2,722+72.6% | $2,381+97.4% |
| Participant deferral / active EE | $9,052 | $2,547+255.3% | $3,402+166.1% | $3,470+160.9% |
| Admin fee / account holder | $25,161 | $3,007+736.6% | $3,591+600.6% | $4,887+414.8% |