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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 | $123,007 | $72,404+69.9% | $110,243+11.6% | $64,173+91.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.11% | -6.29%+10.4pp | 314.76%-310.6pp | 7.63%-3.5pp |
| Employer contribution / active EE | $13,953 | $2,282+511.6% | $3,827+264.6% | $2,381+486.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,351 | $5,664+29.8% | $8,548-14.0% | $4,887+50.4% |