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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 | $247,598 | $59,813+314.0% | $79,580+211.1% | $68,486+261.5% |
| Participation rate | 98.4% | 61.1%+37.4pp | 69.5%+28.9pp | 67.9%+30.5pp |
| Annual return | 13.59% | -12.30%+25.9pp | 0.15%+13.4pp | -7.85%+21.4pp |
| Employer contribution / active EE | $12,093 | $1,505+703.4% | $2,413+401.1% | $2,597+365.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,289 | $4,835+443.7% | $6,835+284.6% | $5,404+386.5% |