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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 | $102,184 | $64,729+57.9% | $112,263-9.0% | $68,490+49.2% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | 9.85% | -11.40%+21.3pp | 27.49%-17.6pp | -7.85%+17.7pp |
| Employer contribution / active EE | $8,333 | $2,746+203.5% | $3,636+129.2% | $2,597+220.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,146 | $5,222+190.1% | $6,410+136.3% | $5,403+180.3% |