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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 | $231,183 | $73,009+216.7% | $90,760+154.7% | $68,486+237.6% |
| Participation rate | 98.3% | 70.8%+27.5pp | 75.7%+22.6pp | 67.9%+30.4pp |
| Annual return | 12.43% | -13.81%+26.2pp | -12.16%+24.6pp | -7.85%+20.3pp |
| Employer contribution / active EE | $10,453 | $2,193+376.8% | $2,922+257.8% | $2,597+302.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,481 | $5,896+162.6% | $8,444+83.3% | $5,404+186.5% |