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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 | $150,408 | $49,177+205.9% | $79,467+89.3% | $64,173+134.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.23% | -1.16%+10.4pp | 718.30%-709.1pp | 7.63%+1.6pp |
| Employer contribution / active EE | $20,756 | $2,076+899.7% | $2,800+641.2% | $2,381+771.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,528 | $3,839+226.4% | $5,104+145.4% | $4,887+156.3% |