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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 | $168,169 | $110,083+52.8% | $151,645+10.9% | $68,490+145.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | 14.95% | -10.12%+25.1pp | 3.34%+11.6pp | -7.85%+22.8pp |
| Employer contribution / active EE | $7,868 | $4,470+76.0% | $6,165+27.6% | $2,597+203.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,764 | $7,718+156.1% | $11,614+70.2% | $5,403+265.8% |