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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 | $213,685 | $81,870+161.0% | $119,634+78.6% | $68,490+212.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 4.88% | -23.82%+28.7pp | -14.98%+19.9pp | -7.85%+12.7pp |
| Employer contribution / active EE | $8,002 | $2,692+197.3% | $4,232+89.1% | $2,597+208.2% |
| Participant deferral / active EE | $4,028 | $4,148-2.9% | $5,601-28.1% | $4,0280% |
| Admin fee / account holder | $2,173 | $6,583-67.0% | $10,329-79.0% | $5,403-59.8% |