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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 | $244,349 | $62,583+290.4% | $76,767+218.3% | $64,173+280.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.35% | -1.95%+4.3pp | 2.43%-0.1pp | 7.63%-5.3pp |
| Employer contribution / active EE | $18,675 | $1,832+919.3% | $2,485+651.4% | $2,381+684.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,559 | $4,667+147.7% | $6,675+73.2% | $4,887+136.5% |