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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 | $129,406 | $47,944+169.9% | $67,834+90.8% | $62,881+105.8% |
| Participation rate | 98.1% | 61.1%+37.0pp | 68.8%+29.3pp | 69.3%+28.8pp |
| Annual return | 18.81% | 11.77%+7.0pp | 138.47%-119.7pp | 20.14%-1.3pp |
| Employer contribution / active EE | $5,336 | $1,562+241.6% | $2,403+122.0% | $2,281+133.9% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,537 | $3,712-58.6% | $4,622-66.7% | $4,296-64.2% |