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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 | $206,921 | $53,162+289.2% | $91,227+126.8% | $68,490+202.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 6.67% | -3.14%+9.8pp | 114.14%-107.5pp | -7.85%+14.5pp |
| Employer contribution / active EE | $30,886 | $1,709+1706.9% | $2,851+983.3% | $2,597+1089.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $27,360 | $4,493+508.9% | $5,423+404.5% | $5,403+406.4% |