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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 | $231,572 | $69,012+235.6% | $160,037+44.7% | $68,490+238.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 25.99% | -9.65%+35.6pp | 408.95%-383.0pp | -7.85%+33.8pp |
| Employer contribution / active EE | $26,449 | $2,212+1095.5% | $4,226+525.9% | $2,597+918.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,538 | $4,798-26.3% | $8,716-59.4% | $5,403-34.5% |