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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 | $184,264 | $82,028+124.6% | $123,105+49.7% | $59,633+209.0% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | -1.87% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $16,824 | $3,297+410.3% | $5,151+226.6% | $2,203+663.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,583 | $5,879-39.1% | $9,014-60.3% | $4,297-16.6% |