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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 | $232,123 | $113,941+103.7% | $94,229+146.3% | $125,389+85.1% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | 0.60% | 5.29%-4.7pp | 10.68%-10.1pp | 282.24%-281.6pp |
| Employer contribution / active EE | $13,751 | $4,727+190.9% | $3,587+283.4% | $4,866+182.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,050 | $8,392-51.7% | $6,269-35.4% | $9,541-57.5% |