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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 | $195,969 | $83,908+133.6% | $68,509+186.0% | $125,389+56.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | 4.35% | 14.48%-10.1pp | 8.27%-3.9pp | 282.24%-277.9pp |
| Employer contribution / active EE | $12,860 | $3,031+324.3% | $2,278+464.6% | $4,866+164.3% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,184,952 | $8,982+13092.3% | $5,275+22365.0% | $9,541+12319.8% |