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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 | $124,367 | $50,947+144.1% | $74,551+66.8% | $64,173+93.8% |
| Participation rate | 95.9% | 61.1%+34.9pp | 69.1%+26.8pp | 69.6%+26.3pp |
| Annual return | 28.47% | -1.85%+30.3pp | 32.53%-4.1pp | 7.63%+20.8pp |
| Employer contribution / active EE | $14,098 | $1,115+1163.9% | $1,961+618.9% | $2,381+492.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,146 | $4,221+21.9% | $5,059+1.7% | $4,887+5.3% |