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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 | $115,531 | $77,416+49.2% | $69,464+66.3% | $152,897-24.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 10.85% | 39.08%-28.2pp | 28.98%-18.1pp | 345.43%-334.6pp |
| Employer contribution / active EE | $11,123 | $3,315+235.6% | $2,779+300.2% | $4,764+133.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,021 | $6,208-67.4% | $3,840-47.4% | $11,599-82.6% |