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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 | $88,697 | $71,891+23.4% | $86,690+2.3% | $68,498+29.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.12% | 3.53%-5.6pp | 35.93%-38.0pp | -7.84%+5.7pp |
| Employer contribution / active EE | $17,775 | $2,173+718.0% | $2,837+526.6% | $2,596+584.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,268 | $6,112+2.6% | $7,490-16.3% | $5,403+16.0% |