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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 | $82,810 | $72,404+14.4% | $110,241-24.9% | $64,181+29.0% |
| Participation rate | 86.9% | 73.3%+13.5pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | 7.63% | -6.29%+13.9pp | 314.75%-307.1pp | 7.63%0pp |
| Employer contribution / active EE | $9,434 | $2,282+313.5% | $3,827+146.6% | $2,381+296.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,973 | $5,664+5.4% | $8,548-30.1% | $4,887+22.2% |