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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 | $130,989 | $81,476+60.8% | $102,383+27.9% | $80,925+61.9% |
| Participation rate | 87.4% | 66.8%+20.5pp | 74.5%+12.8pp | 67.7%+19.7pp |
| Annual return | 12.23% | 25.59%-13.4pp | 24.94%-12.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $13,240 | $3,105+326.5% | $3,870+242.1% | $2,756+380.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $28,982 | $6,717+331.4% | $8,391+245.4% | $6,940+317.6% |