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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 | $234,173 | $82,678+183.2% | $125,391+86.8% | $68,490+241.9% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | 5.12% | -5.97%+11.1pp | 572.41%-567.3pp | -7.85%+13.0pp |
| Employer contribution / active EE | $6,028 | $3,382+78.2% | $4,816+25.2% | $2,597+132.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $508 | $6,277-91.9% | $10,009-94.9% | $5,403-90.6% |