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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 | $168,822 | $81,870+106.2% | $119,634+41.1% | $68,490+146.5% |
| Participation rate | 95.3% | 71.9%+23.4pp | 79.3%+16.0pp | 67.9%+27.4pp |
| Annual return | 1.71% | -23.82%+25.5pp | -14.98%+16.7pp | -7.85%+9.6pp |
| Employer contribution / active EE | $8,555 | $2,692+217.8% | $4,232+102.1% | $2,597+229.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,471 | $6,583-1.7% | $10,329-37.3% | $5,403+19.8% |