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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 | $174,723 | $131,835+32.5% | $108,582+60.9% | $273,972-36.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.54% | -91.57%+94.1pp | -51.70%+54.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $17,000 | $4,913+246.0% | $3,758+352.3% | $4,869+249.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,687 | $10,253+23.7% | $7,645+65.9% | $10,133+25.2% |