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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 | $93,345+29.7% | $119,126+1.7% | $87,485+38.4% |
| Participation rate | 94.3% | 68.7%+25.5pp | 75.8%+18.5pp | 68.9%+25.4pp |
| Annual return | 14.22% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.8pp |
| Employer contribution / active EE | $13,951 | $3,172+339.9% | $4,034+245.9% | $2,596+437.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,375 | $8,039-33.1% | $10,693-49.7% | $7,775-30.9% |