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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 | $172,981 | $81,870+111.3% | $119,634+44.6% | $68,490+152.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 22.13% | -23.82%+45.9pp | -14.98%+37.1pp | -7.85%+30.0pp |
| Employer contribution / active EE | $2,763 | $2,692+2.6% | $4,232-34.7% | $2,597+6.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,240 | $6,583-66.0% | $10,329-78.3% | $5,403-58.5% |