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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 | $143,211 | $82,678+73.2% | $125,391+14.2% | $68,490+109.1% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | 8.13% | -5.97%+14.1pp | 572.41%-564.3pp | -7.85%+16.0pp |
| Employer contribution / active EE | $2,303 | $3,382-31.9% | $4,816-52.2% | $2,597-11.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,182 | $6,277-65.2% | $10,009-78.2% | $5,403-59.6% |