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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 | $103,570 | $64,729+60.0% | $112,263-7.7% | $68,490+51.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 24.26% | -11.40%+35.7pp | 27.49%-3.2pp | -7.85%+32.1pp |
| Employer contribution / active EE | $11,165 | $2,746+306.6% | $3,636+207.0% | $2,597+330.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,167 | $5,222+18.1% | $6,410-3.8% | $5,403+14.1% |