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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 | $174,545 | $64,729+169.7% | $112,263+55.5% | $68,490+154.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 70.93% | -11.40%+82.3pp | 27.49%+43.4pp | -7.85%+78.8pp |
| Employer contribution / active EE | $1,717 | $2,746-37.5% | $3,636-52.8% | $2,597-33.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $833 | $5,222-84.0% | $6,410-87.0% | $5,403-84.6% |