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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 | $168,826 | $81,870+106.2% | $119,634+41.1% | $68,490+146.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 7.27% | -23.82%+31.1pp | -14.98%+22.3pp | -7.85%+15.1pp |
| Employer contribution / active EE | $2,317 | $2,692-13.9% | $4,232-45.3% | $2,597-10.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,231 | $6,583+9.8% | $10,329-30.0% | $5,403+33.8% |