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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 | $155,060 | $59,819+159.2% | $79,583+94.8% | $68,490+126.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 71.38% | -12.30%+83.7pp | 0.16%+71.2pp | -7.85%+79.2pp |
| Employer contribution / active EE | $1,801 | $1,505+19.6% | $2,414-25.4% | $2,597-30.6% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,311 | $4,835+9.8% | $6,835-22.3% | $5,403-1.7% |