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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 | $188,573 | $49,280+282.7% | $67,313+180.1% | $64,173+193.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 25.23% | -1.39%+26.6pp | -4.08%+29.3pp | 7.63%+17.6pp |
| Employer contribution / active EE | $4,341 | $1,668+160.2% | $2,566+69.2% | $2,381+82.3% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,757 | $3,863+333.8% | $4,507+271.8% | $4,887+242.9% |