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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 | $109,136 | $73,004+49.5% | $90,752+20.3% | $68,498+59.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 29.93% | -13.81%+43.7pp | -12.16%+42.1pp | -7.84%+37.8pp |
| Employer contribution / active EE | $2,491 | $2,193+13.6% | $2,921-14.7% | $2,596-4.1% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,399 | $5,896-25.4% | $8,446-47.9% | $5,403-18.6% |