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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 | $121,114 | $88,672+36.6% | $105,223+15.1% | $82,448+46.9% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.2pp | 68.1%+26.2pp |
| Annual return | 14.22% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $13,951 | $3,048+357.7% | $3,689+278.2% | $2,551+446.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,375 | $7,146-24.8% | $8,859-39.3% | $7,234-25.7% |