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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 | $182,919 | $49,177+272.0% | $79,466+130.2% | $64,173+185.0% |
| Participation rate | 97.1% | 65.0%+32.0pp | 73.3%+23.7pp | 69.6%+27.5pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.28%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $13,748 | $2,076+562.1% | $2,800+391.0% | $2,381+477.4% |
| Participant deferral / active EE | $6,009 | $2,821+113.0% | $3,704+62.2% | $3,470+73.2% |
| Admin fee / account holder | $15,506 | $3,839+303.9% | $5,104+203.8% | $4,887+217.3% |