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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 | $219,546 | $48,235+355.2% | $68,803+219.1% | $68,490+220.6% |
| Participation rate | 98.9% | 60.7%+38.2pp | 69.0%+29.9pp | 67.9%+31.0pp |
| Annual return | 4.79% | -12.70%+17.5pp | -6.37%+11.2pp | -7.85%+12.6pp |
| Employer contribution / active EE | $1,415 | $1,829-22.6% | $2,656-46.7% | $2,597-45.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,201 | $4,361+409.1% | $4,936+349.8% | $5,403+310.9% |