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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 | $77,452 | $64,716+19.7% | $112,258-31.0% | $68,495+13.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.69% | -11.40%+19.1pp | 27.47%-19.8pp | -7.84%+15.5pp |
| Employer contribution / active EE | $16,748 | $2,746+509.8% | $3,636+360.7% | $2,596+545.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,546 | $5,232+158.9% | $6,411+111.3% | $5,403+150.7% |