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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 | $156,724 | $67,411+132.5% | $91,004+72.2% | $70,126+123.5% |
| Participation rate | 97.9% | 71.4%+26.5pp | 75.6%+22.3pp | 69.5%+28.3pp |
| Annual return | 14.23% | -40.16%+54.4pp | 4.60%+9.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $7,282 | $1,786+307.7% | $2,456+196.5% | $2,343+210.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,960 | $4,236+17.1% | $5,417-8.5% | $4,645+6.8% |