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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 | $237,893 | $54,726+334.7% | $68,793+245.8% | $64,186+270.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $12,437 | $1,846+573.7% | $2,625+373.8% | $2,381+422.4% |
| Participant deferral / active EE | $13,887 | $2,626+428.8% | $3,311+319.4% | $3,470+300.3% |
| Admin fee / account holder | $5,942 | $4,027+47.6% | $5,131+15.8% | $4,888+21.6% |