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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 | $138,901 | $56,339+146.5% | $104,301+33.2% | $68,495+102.8% |
| Participation rate | 98.0% | 63.3%+34.8pp | 73.3%+24.8pp | 67.9%+30.1pp |
| Annual return | 0.89% | -9.19%+10.1pp | 24.61%-23.7pp | -7.84%+8.7pp |
| Employer contribution / active EE | $9,744 | $1,960+397.1% | $3,373+188.9% | $2,596+275.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,494 | $4,902+114.1% | $7,340+43.0% | $5,403+94.2% |