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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 | $119,298 | $95,406+25.0% | $185,849-35.8% | $85,847+39.0% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 15.44% | 23.59%-8.1pp | 122.10%-106.7pp | 318.61%-303.2pp |
| Employer contribution / active EE | $3,850 | $3,314+16.2% | $5,169-25.5% | $2,565+50.1% |
| Participant deferral / active EE | $6,656 | $3,424+94.4% | $5,569+19.5% | $3,952+68.4% |
| Admin fee / account holder | $696 | $7,214-90.4% | $16,244-95.7% | $6,261-88.9% |