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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 | $132,540 | $71,873+84.4% | $86,698+52.9% | $68,490+93.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -0.74% | 3.54%-4.3pp | 35.96%-36.7pp | -7.85%+7.1pp |
| Employer contribution / active EE | $13,281 | $2,173+511.1% | $2,837+368.2% | $2,597+411.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,019 | $6,110-17.9% | $7,492-33.0% | $5,403-7.1% |