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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 | $113,642 | $87,132+30.4% | $105,624+7.6% | $80,959+40.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 22.89% | 17.03%+5.9pp | 116.20%-93.3pp | 35.67%-12.8pp |
| Employer contribution / active EE | $1,972 | $2,397-17.7% | $3,168-37.7% | $2,757-28.5% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,988 | $8,449-29.1% | $10,961-45.4% | $6,925-13.5% |