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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 | $161,311 | $64,716+149.3% | $112,258+43.7% | $68,495+135.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 15.66% | -11.40%+27.1pp | 27.47%-11.8pp | -7.84%+23.5pp |
| Employer contribution / active EE | $7,742 | $2,746+181.9% | $3,636+112.9% | $2,596+198.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,175 | $5,232-20.2% | $6,411-34.9% | $5,403-22.7% |