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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 | $204,613 | $49,280+315.2% | $67,313+204.0% | $64,173+218.8% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | 24.56% | -1.39%+26.0pp | -4.08%+28.6pp | 7.63%+16.9pp |
| Employer contribution / active EE | $1,461 | $1,668-12.4% | $2,566-43.1% | $2,381-38.6% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,829 | $3,863+232.1% | $4,507+184.7% | $4,887+162.5% |