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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 | $146,517 | $49,280+197.3% | $67,313+117.7% | $64,173+128.3% |
| Participation rate | 97.9% | 60.8%+37.1pp | 69.1%+28.8pp | 69.6%+28.3pp |
| Annual return | 12.94% | -1.39%+14.3pp | -4.08%+17.0pp | 7.63%+5.3pp |
| Employer contribution / active EE | $11,837 | $1,668+609.4% | $2,566+361.4% | $2,381+397.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $25,711 | $3,863+565.6% | $4,507+470.5% | $4,887+426.1% |