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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 | $167,259 | $82,674+102.3% | $125,381+33.4% | $68,486+144.2% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | 8.77% | -5.97%+14.7pp | 572.31%-563.5pp | -7.85%+16.6pp |
| Employer contribution / active EE | $5,496 | $3,382+62.5% | $4,815+14.1% | $2,597+111.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,138 | $6,277-34.1% | $10,007-58.6% | $5,404-23.4% |