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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 | $100,791 | $64,729+55.7% | $112,263-10.2% | $68,490+47.2% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | 26.96% | -11.40%+38.4pp | 27.49%-0.5pp | -7.85%+34.8pp |
| Employer contribution / active EE | $6,522 | $2,746+137.5% | $3,636+79.4% | $2,597+151.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $796 | $5,222-84.8% | $6,410-87.6% | $5,403-85.3% |