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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 | $112,205 | $81,870+37.1% | $119,622-6.2% | $68,486+63.8% |
| Participation rate | 81.1% | 71.9%+9.2pp | 79.3%+1.9pp | 67.9%+13.2pp |
| Annual return | 1.81% | -23.82%+25.6pp | -14.98%+16.8pp | -7.85%+9.7pp |
| Employer contribution / active EE | $10,347 | $2,692+284.4% | $4,232+144.5% | $2,597+298.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,349 | $6,583+11.6% | $10,328-28.8% | $5,404+36.0% |