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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 | $242,837 | $62,583+288.0% | $76,767+216.3% | $64,173+278.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 22.66% | -1.95%+24.6pp | 2.43%+20.2pp | 7.63%+15.0pp |
| Employer contribution / active EE | $8,686 | $1,832+374.1% | $2,485+249.5% | $2,381+264.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,884 | $4,667+197.5% | $6,675+108.0% | $4,887+184.1% |