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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 | $181,503 | $131,835+37.7% | $108,582+67.2% | $273,972-33.8% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 2.58% | -91.57%+94.1pp | -51.70%+54.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $27,498 | $4,913+459.7% | $3,758+631.7% | $4,869+464.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,959 | $10,253+36.1% | $7,645+82.6% | $10,133+37.8% |