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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 | $242,127 | $61,660+292.7% | $80,022+202.6% | $64,173+277.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.14% | -0.33%-3.8pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,891 | $1,810+280.6% | $2,468+179.2% | $2,381+189.4% |
| Participant deferral / active EE | $9,233 | $2,968+211.1% | $3,686+150.5% | $3,470+166.1% |
| Admin fee / account holder | $20,537 | $5,417+279.1% | $6,521+214.9% | $4,887+320.2% |