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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 | $148,407 | $73,019+103.2% | $90,766+63.5% | $68,490+116.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 2.87% | -13.81%+16.7pp | -12.16%+15.0pp | -7.85%+10.7pp |
| Employer contribution / active EE | $16,095 | $2,193+634.1% | $2,922+450.9% | $2,597+519.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,761 | $5,897+99.5% | $8,446+39.3% | $5,403+117.7% |