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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 | $85,809 | $82,678+3.8% | $125,391-31.6% | $68,490+25.3% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | 12.99% | -5.97%+19.0pp | 572.41%-559.4pp | -7.85%+20.8pp |
| Employer contribution / active EE | $7,317 | $3,382+116.3% | $4,816+51.9% | $2,597+181.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,109 | $6,277-66.4% | $10,009-78.9% | $5,403-61.0% |