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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 | $185,143 | $95,917+93.0% | $79,583+132.6% | $134,545+37.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.94% | -2.70%+5.6pp | 0.16%+2.8pp | 418.37%-415.4pp |
| Employer contribution / active EE | $4,908 | $3,129+56.9% | $2,414+103.3% | $4,742+3.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,456 | $9,132-73.1% | $6,835-64.1% | $11,431-78.5% |