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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 | $81,429 | $64,729+25.8% | $112,263-27.5% | $68,490+18.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 20.60% | -11.40%+32.0pp | 27.49%-6.9pp | -7.85%+28.5pp |
| Employer contribution / active EE | $7,950 | $2,746+189.5% | $3,636+118.6% | $2,597+206.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,318 | $5,222-55.6% | $6,410-63.8% | $5,403-57.1% |