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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 | $91,748 | $110,083-16.7% | $151,639-39.5% | $68,486+34.0% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 9.35% | -10.12%+19.5pp | 3.34%+6.0pp | -7.85%+17.2pp |
| Employer contribution / active EE | $11,982 | $4,470+168.1% | $6,165+94.4% | $2,597+361.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,954 | $7,718-35.8% | $11,613-57.3% | $5,404-8.3% |