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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 | $240,770 | $50,947+372.6% | $74,549+223.0% | $64,173+275.2% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.1%+28.2pp | 69.6%+27.7pp |
| Annual return | 0.41% | -1.85%+2.3pp | 32.53%-32.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $32,977 | $1,115+2856.5% | $1,961+1581.7% | $2,381+1285.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $29,551 | $4,221+600.1% | $5,059+484.1% | $4,887+504.6% |