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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 | $103,229 | $78,707+31.2% | $117,861-12.4% | $70,126+47.2% |
| Participation rate | 98.1% | 73.2%+24.9pp | 79.7%+18.4pp | 69.5%+28.5pp |
| Annual return | 12.41% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $16,171 | $2,223+627.3% | $3,786+327.1% | $2,343+590.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,842 | $5,066-43.9% | $8,021-64.6% | $4,645-38.8% |