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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 | $243,279 | $71,873+238.5% | $86,698+180.6% | $68,490+255.2% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | 0.32% | 3.54%-3.2pp | 35.96%-35.6pp | -7.85%+8.2pp |
| Employer contribution / active EE | $18,251 | $2,173+739.8% | $2,837+543.4% | $2,597+602.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,763 | $6,110+125.2% | $7,492+83.7% | $5,403+154.7% |