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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 | $166,312 | $61,815+169.0% | $97,295+70.9% | $80,959+105.4% |
| Participation rate | 73.0% | 63.5%+9.5pp | 72.7%+0.3pp | 67.7%+5.3pp |
| Annual return | 23.59% | -558.73%+582.3pp | 75.62%-52.0pp | 35.67%-12.1pp |
| Employer contribution / active EE | $592 | $1,836-67.7% | $2,723-78.2% | $2,757-78.5% |
| Participant deferral / active EE | $5,288 | $3,027+74.7% | $4,264+24.0% | $4,300+23.0% |
| Admin fee / account holder | $15,419 | $5,166+198.5% | $5,646+173.1% | $6,925+122.7% |