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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 | $151,218 | $64,706+133.7% | $112,244+34.7% | $68,498+120.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 9.99% | -11.40%+21.4pp | 27.46%-17.5pp | -7.84%+17.8pp |
| Employer contribution / active EE | $19,276 | $2,746+602.0% | $3,635+430.3% | $2,596+642.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,692 | $5,231+27.9% | $6,411+4.4% | $5,403+23.9% |