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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 | $102,484 | $67,411+52.0% | $91,004+12.6% | $70,126+46.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.99% | -40.16%+57.1pp | 4.60%+12.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,117 | $1,786+74.5% | $2,456+26.9% | $2,343+33.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,228 | $4,236+23.4% | $5,417-3.5% | $4,645+12.5% |