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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 | $95,417 | $81,870+16.5% | $119,634-20.2% | $68,490+39.3% |
| Participation rate | 98.7% | 71.9%+26.8pp | 79.3%+19.5pp | 67.9%+30.8pp |
| Annual return | 13.78% | -23.82%+37.6pp | -14.98%+28.8pp | -7.85%+21.6pp |
| Employer contribution / active EE | $7,114 | $2,692+164.3% | $4,232+68.1% | $2,597+174.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,327 | $6,583-34.3% | $10,329-58.1% | $5,403-19.9% |