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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 | $174,841 | $62,583+179.4% | $76,767+127.8% | $64,173+172.5% |
| Participation rate | 97.0% | 72.8%+24.2pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,223 | $1,832+239.7% | $2,485+150.4% | $2,381+161.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $23,264 | $4,667+398.5% | $6,675+248.5% | $4,887+376.0% |