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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 | $106,980 | $67,411+58.7% | $91,004+17.6% | $70,126+52.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.34% | -40.16%+59.5pp | 4.60%+14.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,774 | $1,786-0.7% | $2,456-27.8% | $2,343-24.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,281 | $4,236+95.5% | $5,417+52.9% | $4,645+78.3% |