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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 | $218,337 | $64,729+237.3% | $112,263+94.5% | $68,490+218.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 14.31% | -11.40%+25.7pp | 27.49%-13.2pp | -7.85%+22.2pp |
| Employer contribution / active EE | $3,239 | $2,746+17.9% | $3,636-10.9% | $2,597+24.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,518 | $5,222-70.9% | $6,410-76.3% | $5,403-71.9% |