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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 | $153,828 | $28,444+440.8% | $83,914+83.3% | $28,444+440.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 92.0%+8.0pp | 64.8%+35.2pp |
| Annual return | 21.20% | -0.92%+22.1pp | -12.56%+33.8pp | -0.92%+22.1pp |
| Employer contribution / active EE | $20,769 | $2,855+627.4% | $6,526+218.3% | $2,855+627.4% |
| Participant deferral / active EE | $0 | $2,169-100.0% | $953-100.0% | $2,169-100.0% |
| Admin fee / account holder | $2,993 | $1,370+118.4% | $9,492-68.5% | $1,370+118.4% |