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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 | $75,988 | $64,716+17.4% | $112,258-32.3% | $68,495+10.9% |
| Participation rate | 93.2% | 67.2%+26.1pp | 75.1%+18.2pp | 67.9%+25.3pp |
| Annual return | 9.19% | -11.40%+20.6pp | 27.47%-18.3pp | -7.84%+17.0pp |
| Employer contribution / active EE | $13,888 | $2,746+405.7% | $3,636+282.0% | $2,596+434.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,911 | $5,232-63.5% | $6,411-70.2% | $5,403-64.6% |