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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 | $155,146 | $81,870+89.5% | $119,622+29.7% | $68,486+126.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 14.55% | -23.82%+38.4pp | -14.98%+29.5pp | -7.85%+22.4pp |
| Employer contribution / active EE | $5,919 | $2,692+119.9% | $4,232+39.9% | $2,597+128.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,008 | $6,583-69.5% | $10,328-80.6% | $5,404-62.8% |