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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 | $209,079 | $72,404+188.8% | $110,243+89.7% | $64,173+225.8% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.3pp |
| Annual return | 5.50% | -6.29%+11.8pp | 314.76%-309.3pp | 7.63%-2.1pp |
| Employer contribution / active EE | $21,668 | $2,282+849.7% | $3,827+466.2% | $2,381+810.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $18,895 | $5,664+233.6% | $8,548+121.1% | $4,887+286.6% |