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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 | $172,956 | $64,719+167.2% | $112,249+54.1% | $68,486+152.5% |
| Participation rate | 95.8% | 67.2%+28.6pp | 75.1%+20.7pp | 67.9%+27.9pp |
| Annual return | 22.29% | -11.40%+33.7pp | 27.48%-5.2pp | -7.85%+30.1pp |
| Employer contribution / active EE | $5,544 | $2,747+101.8% | $3,636+52.5% | $2,597+113.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,010 | $5,232-80.7% | $6,412-84.2% | $5,404-81.3% |