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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 | $99,717 | $91,037+9.5% | $71,671+39.1% | $147,586-32.4% |
| Participation rate | 93.3% | 76.1%+17.2pp | 68.7%+24.6pp | 82.8%+10.5pp |
| Annual return | 9.81% | 20.48%-10.7pp | 20.65%-10.8pp | 578.59%-568.8pp |
| Employer contribution / active EE | $8,159 | $3,327+145.2% | $2,460+231.7% | $4,876+67.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,687 | $8,613-10.7% | $5,558+38.3% | $10,886-29.4% |