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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 | $84,561 | $64,729+30.6% | $112,263-24.7% | $68,490+23.5% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | 48.07% | -11.40%+59.5pp | 27.49%+20.6pp | -7.85%+55.9pp |
| Employer contribution / active EE | $10,694 | $2,746+289.5% | $3,636+194.1% | $2,597+311.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,261 | $5,222-18.4% | $6,410-33.5% | $5,403-21.1% |