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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 | $145,417 | $72,177+101.5% | $115,038+26.4% | $59,633+143.9% |
| Participation rate | 90.2% | 72.6%+17.6pp | 81.4%+8.8pp | 68.7%+21.5pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $9,478 | $2,841+233.6% | $4,608+105.7% | $2,203+330.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,418 | $4,927+131.8% | $8,175+39.7% | $4,297+165.7% |