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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 | $113,450 | $96,965+17.0% | $97,995+15.8% | $147,585-23.1% |
| Participation rate | 90.9% | 83.6%+7.3pp | 82.4%+8.5pp | 82.8%+8.1pp |
| Annual return | 11.77% | 24.11%-12.3pp | 23.94%-12.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $6,487 | $4,536+43.0% | $4,158+56.0% | $4,876+33.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,101 | $8,120-49.5% | $5,943-31.0% | $10,886-62.3% |