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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 | $230,088 | $127,100+81.0% | $105,738+117.6% | $135,379+70.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | 0.40% | 4.49%-4.1pp | 6.27%-5.9pp | 519.79%-519.4pp |
| Employer contribution / active EE | $16,741 | $4,107+307.6% | $3,268+412.2% | $4,779+250.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,857 | $9,087-68.6% | $6,913-58.7% | $10,828-73.6% |