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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 | $139,451 | $58,828+137.0% | $78,002+78.8% | $62,881+121.8% |
| Participation rate | 94.3% | 71.1%+23.2pp | 75.5%+18.8pp | 69.3%+25.0pp |
| Annual return | 6.15% | 17.16%-11.0pp | 425.99%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,429 | $1,672+224.7% | $2,470+119.8% | $2,281+138.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,536 | $4,393-19.5% | $5,481-35.5% | $4,296-17.7% |