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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 | $162,211 | $72,388+124.1% | $111,392+45.6% | $64,173+152.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 2.62% | -1.50%+4.1pp | -2.06%+4.7pp | 7.63%-5.0pp |
| Employer contribution / active EE | $13,604 | $3,000+353.5% | $4,328+214.3% | $2,381+471.4% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,500 | $5,719+118.6% | $12,266+1.9% | $4,887+155.8% |