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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 | $223,559 | $100,811+121.8% | $86,698+157.9% | $134,545+66.2% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 1.65% | 29.11%-27.5pp | 35.96%-34.3pp | 418.37%-416.7pp |
| Employer contribution / active EE | $4,779 | $3,490+36.9% | $2,837+68.5% | $4,742+0.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,591 | $10,926-67.1% | $7,492-52.1% | $11,431-68.6% |