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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 | $142,361 | $64,716+120.0% | $112,258+26.8% | $68,495+107.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 10.43% | -11.40%+21.8pp | 27.47%-17.0pp | -7.84%+18.3pp |
| Employer contribution / active EE | $17,542 | $2,746+538.7% | $3,636+382.5% | $2,596+575.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,541 | $5,232+120.6% | $6,411+80.0% | $5,403+113.6% |