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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 | $130,563 | $67,411+93.7% | $91,004+43.5% | $70,126+86.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.30% | -40.16%+53.5pp | 4.60%+8.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $4,193 | $1,786+134.8% | $2,456+70.7% | $2,343+79.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,952 | $4,236-53.9% | $5,417-64.0% | $4,645-58.0% |