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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 | $221,671 | $67,411+228.8% | $91,004+143.6% | $70,126+216.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.41% | -40.16%+58.6pp | 4.60%+13.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,626 | $1,786+47.0% | $2,456+6.9% | $2,343+12.1% |
| Participant deferral / active EE | $3,929 | $2,823+39.2% | $3,548+10.7% | $3,332+17.9% |
| Admin fee / account holder | $2,217 | $4,236-47.7% | $5,417-59.1% | $4,645-52.3% |