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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 | $108,614 | $81,870+32.7% | $119,622-9.2% | $68,486+58.6% |
| Participation rate | 98.4% | 71.9%+26.5pp | 79.3%+19.1pp | 67.9%+30.5pp |
| Annual return | 46.83% | -23.82%+70.6pp | -14.98%+61.8pp | -7.85%+54.7pp |
| Employer contribution / active EE | $8,934 | $2,692+231.9% | $4,232+111.1% | $2,597+244.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,385 | $6,583-63.8% | $10,328-76.9% | $5,404-55.9% |