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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 | $89,993 | $72,620+23.9% | $90,760-0.8% | $66,938+34.4% |
| Participation rate | 89.2% | 73.7%+15.5pp | 75.7%+13.5pp | 69.8%+19.4pp |
| Annual return | 10.61% | -12.28%+22.9pp | -12.16%+22.8pp | 1.58%+9.0pp |
| Employer contribution / active EE | $17,296 | $2,369+630.0% | $2,922+492.0% | $2,545+579.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $28,656 | $707+3951.4% | $8,444+239.3% | $594+4728.1% |