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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 | $72,978 | $45,872+59.1% | $77,100-5.3% | $68,490+6.6% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | 29.50% | 1.73%+27.8pp | 42.35%-12.9pp | -7.85%+37.4pp |
| Employer contribution / active EE | $11,618 | $1,650+604.3% | $2,815+312.7% | $2,597+347.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,843 | $3,041-6.5% | $5,443-47.8% | $5,403-47.4% |