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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 | $159,459 | $64,716+146.4% | $112,258+42.0% | $68,495+132.8% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | 9.29% | -11.40%+20.7pp | 27.47%-18.2pp | -7.84%+17.1pp |
| Employer contribution / active EE | $25,231 | $2,746+818.7% | $3,636+594.0% | $2,596+871.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,240 | $5,232+19.3% | $6,411-2.7% | $5,403+15.5% |