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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 | $114,280 | $59,834+91.0% | $79,576+43.6% | $68,495+66.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 29.98% | -12.30%+42.3pp | 0.15%+29.8pp | -7.84%+37.8pp |
| Employer contribution / active EE | $11,574 | $1,505+669.0% | $2,413+379.6% | $2,596+345.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,138 | $4,835+6.3% | $6,834-24.8% | $5,403-4.9% |