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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 | $129,311 | $72,404+78.6% | $110,243+17.3% | $64,173+101.5% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.3pp |
| Annual return | 7.00% | -6.29%+13.3pp | 314.76%-307.8pp | 7.63%-0.6pp |
| Employer contribution / active EE | $8,213 | $2,282+260.0% | $3,827+114.6% | $2,381+245.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,176 | $5,664+203.2% | $8,548+100.9% | $4,887+251.4% |