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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 | $41,153 | $67,411-39.0% | $91,004-54.8% | $70,126-41.3% |
| Participation rate | 97.8% | 71.4%+26.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 17.16% | -40.16%+57.3pp | 4.60%+12.6pp | 73.15%-56.0pp |
| Employer contribution / active EE | $10,870 | $1,786+508.6% | $2,456+342.6% | $2,343+364.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,044 | $4,236-75.4% | $5,417-80.7% | $4,645-77.5% |