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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 | $128,692 | $110,083+16.9% | $151,645-15.1% | $68,490+87.9% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | 6.12% | -10.12%+16.2pp | 3.34%+2.8pp | -7.85%+14.0pp |
| Employer contribution / active EE | $9,592 | $4,470+114.6% | $6,165+55.6% | $2,597+269.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,845 | $7,718-24.3% | $11,614-49.7% | $5,403+8.2% |