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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 | $217,992 | $67,411+223.4% | $91,004+139.5% | $70,126+210.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.39% | -40.16%+59.6pp | 4.60%+14.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,333 | $1,786+86.6% | $2,456+35.7% | $2,343+42.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,539 | $4,236+7.1% | $5,417-16.2% | $4,645-2.3% |