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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 | $99,040 | $110,083-10.0% | $151,639-34.7% | $68,486+44.6% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | 14.76% | -10.12%+24.9pp | 3.34%+11.4pp | -7.85%+22.6pp |
| Employer contribution / active EE | $10,623 | $4,470+137.7% | $6,165+72.3% | $2,597+309.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,642 | $7,718-65.8% | $11,613-77.3% | $5,404-51.1% |