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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 | $203,198 | $50,947+298.8% | $74,549+172.6% | $64,173+216.6% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.1%+26.9pp | 69.6%+26.4pp |
| Annual return | 7.04% | -1.85%+8.9pp | 32.53%-25.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $4,146 | $1,115+271.7% | $1,961+111.4% | $2,381+74.2% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $43,489 | $4,221+930.3% | $5,059+759.6% | $4,887+789.8% |