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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 | $103,436 | $65,437+58.1% | $86,698+19.3% | $66,949+54.5% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | 9.00% | -10.91%+19.9pp | 35.96%-27.0pp | 1.57%+7.4pp |
| Employer contribution / active EE | $4,517 | $2,154+109.7% | $2,837+59.2% | $2,545+77.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2,499 | $642+289.4% | $7,492-66.6% | $594+321.0% |