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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 | $119,241 | $64,729+84.2% | $112,263+6.2% | $68,490+74.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 21.02% | -11.40%+32.4pp | 27.49%-6.5pp | -7.85%+28.9pp |
| Employer contribution / active EE | $17,176 | $2,746+525.5% | $3,636+372.4% | $2,597+561.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,609 | $5,222+7.4% | $6,410-12.5% | $5,403+3.8% |