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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 | $64,706+30.7% | $112,244-24.7% | $68,498+23.5% |
| Participation rate | 92.3% | 67.1%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | 48.07% | -11.40%+59.5pp | 27.46%+20.6pp | -7.84%+55.9pp |
| Employer contribution / active EE | $10,694 | $2,746+289.4% | $3,635+194.2% | $2,596+311.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,261 | $5,231-18.5% | $6,411-33.5% | $5,403-21.1% |