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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 | $198,816 | $59,819+232.4% | $79,583+149.8% | $68,490+190.3% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.5%+23.8pp | 67.9%+25.4pp |
| Annual return | 5.46% | -12.30%+17.8pp | 0.16%+5.3pp | -7.85%+13.3pp |
| Employer contribution / active EE | $10,833 | $1,505+619.7% | $2,414+348.8% | $2,597+317.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44,218 | $4,835+814.5% | $6,835+546.9% | $5,403+718.4% |