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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 | $211,538 | $64,716+226.9% | $112,258+88.4% | $68,495+208.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 40.67% | -11.40%+52.1pp | 27.47%+13.2pp | -7.84%+48.5pp |
| Employer contribution / active EE | $17,201 | $2,746+526.3% | $3,636+373.1% | $2,596+562.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,685 | $5,232+8.7% | $6,411-11.3% | $5,403+5.2% |