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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 | $87,668 | $64,311+36.3% | $57,356+52.9% | $125,389-30.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.33% | 25.14%-22.8pp | 24.41%-22.1pp | 282.24%-279.9pp |
| Employer contribution / active EE | $15,459 | $3,193+384.2% | $2,689+475.0% | $4,866+217.7% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,997 | $5,243+14.4% | $3,357+78.6% | $9,541-37.1% |