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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 | $168,151 | $81,870+105.4% | $119,634+40.6% | $68,490+145.5% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | 7.13% | -23.82%+30.9pp | -14.98%+22.1pp | -7.85%+15.0pp |
| Employer contribution / active EE | $10,419 | $2,692+287.1% | $4,232+146.2% | $2,597+301.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,709 | $6,583+32.3% | $10,329-15.7% | $5,403+61.2% |