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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 | $206,526 | $72,177+186.1% | $115,038+79.5% | $59,633+246.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $16,065 | $2,841+465.4% | $4,608+248.7% | $2,203+629.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,021 | $4,927+103.4% | $8,175+22.6% | $4,297+133.2% |