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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 | $218,332 | $78,694+177.4% | $67,652+222.7% | $125,389+74.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.36% | 9.46%-9.1pp | 6625.40%-6625.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $6,503 | $3,044+113.7% | $2,266+187.0% | $4,866+33.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,128 | $7,403-84.8% | $4,821-76.6% | $9,541-88.2% |