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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 | $201,865 | $67,411+199.5% | $91,004+121.8% | $70,126+187.9% |
| Participation rate | 97.4% | 71.4%+26.0pp | 75.6%+21.8pp | 69.5%+27.8pp |
| Annual return | 66.05% | -40.16%+106.2pp | 4.60%+61.4pp | 73.15%-7.1pp |
| Employer contribution / active EE | $6,353 | $1,786+255.7% | $2,456+158.7% | $2,343+171.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,147 | $4,236-72.9% | $5,417-78.8% | $4,645-75.3% |