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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 | $86,427 | $93,345-7.4% | $119,126-27.4% | $87,485-1.2% |
| Participation rate | 97.3% | 68.7%+28.6pp | 75.8%+21.5pp | 68.9%+28.4pp |
| Annual return | 14.94% | 19.08%-4.1pp | 282.11%-267.2pp | 26.06%-11.1pp |
| Employer contribution / active EE | $5,543 | $3,172+74.8% | $4,034+37.4% | $2,596+113.5% |
| Participant deferral / active EE | $2,505 | $4,099-38.9% | $5,318-52.9% | $4,274-41.4% |
| Admin fee / account holder | $2,504 | $8,039-68.8% | $10,693-76.6% | $7,775-67.8% |