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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 | $146,941 | $64,729+127.0% | $112,263+30.9% | $68,490+114.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 4.97% | -11.40%+16.4pp | 27.49%-22.5pp | -7.85%+12.8pp |
| Employer contribution / active EE | $7,577 | $2,746+176.0% | $3,636+108.4% | $2,597+191.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,744 | $5,222+239.8% | $6,410+176.8% | $5,403+228.4% |