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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 | $111,600 | $86,922+28.4% | $102,438+8.9% | $80,874+38.0% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.37%-29.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $50,588 | $2,369+2035.0% | $3,024+1573.1% | $2,756+1735.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $37,596 | $8,050+367.0% | $9,448+297.9% | $6,935+442.1% |