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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 | $107,606 | $62,583+71.9% | $76,767+40.2% | $64,173+67.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | 36.40% | -1.95%+38.3pp | 2.43%+34.0pp | 7.63%+28.8pp |
| Employer contribution / active EE | $7,181 | $1,832+291.9% | $2,485+188.9% | $2,381+201.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,674 | $4,667+43.0% | $6,6750% | $4,887+36.6% |