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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 | $173,229 | $81,870+111.6% | $119,634+44.8% | $68,490+152.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 27.63% | -23.82%+51.4pp | -14.98%+42.6pp | -7.85%+35.5pp |
| Employer contribution / active EE | $928 | $2,692-65.5% | $4,232-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $786 | $6,583-88.1% | $10,329-92.4% | $5,403-85.4% |