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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 | $153,978 | $72,404+112.7% | $110,243+39.7% | $64,173+139.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.33% | -6.29%+10.6pp | 314.76%-310.4pp | 7.63%-3.3pp |
| Employer contribution / active EE | $21,394 | $2,282+837.7% | $3,827+459.1% | $2,381+798.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,090 | $5,664+166.4% | $8,548+76.5% | $4,887+208.8% |