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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 | $99,819 | $64,729+54.2% | $112,263-11.1% | $68,490+45.7% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | 34.14% | -11.40%+45.5pp | 27.49%+6.6pp | -7.85%+42.0pp |
| Employer contribution / active EE | $5,436 | $2,746+98.0% | $3,636+49.5% | $2,597+109.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,576 | $5,222-69.8% | $6,410-75.4% | $5,403-70.8% |