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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 | $143,207 | $64,719+121.3% | $112,249+27.6% | $68,486+109.1% |
| Participation rate | 98.4% | 67.2%+31.2pp | 75.1%+23.3pp | 67.9%+30.5pp |
| Annual return | 1.09% | -11.40%+12.5pp | 27.48%-26.4pp | -7.85%+8.9pp |
| Employer contribution / active EE | $2,605 | $2,747-5.2% | $3,636-28.4% | $2,597+0.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $766 | $5,232-85.4% | $6,412-88.1% | $5,404-85.8% |