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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 | $92,441 | $72,272+27.9% | $101,264-8.7% | $79,858+15.8% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 12.56% | 22.30%-9.7pp | 46.48%-33.9pp | 31.72%-19.2pp |
| Employer contribution / active EE | $10,622 | $2,692+294.6% | $3,660+190.2% | $2,471+329.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,642 | $4,401+210.0% | $5,947+129.4% | $5,306+157.1% |