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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 | $79,297 | $67,411+17.6% | $91,004-12.9% | $70,126+13.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.29% | -40.16%+54.5pp | 4.60%+9.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $6,171 | $1,786+245.5% | $2,456+151.3% | $2,343+163.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,887 | $4,236-31.9% | $5,417-46.7% | $4,645-37.9% |