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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 | $212,353 | $62,583+239.3% | $76,767+176.6% | $64,173+230.9% |
| Participation rate | 89.6% | 72.8%+16.8pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $10,419 | $1,832+468.7% | $2,485+319.2% | $2,381+337.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,699 | $4,667+22.1% | $6,675-14.6% | $4,887+16.6% |