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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 | $112,081 | $108,825+3.0% | $156,181-28.2% | $82,448+35.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 87.05% | 20.59%+66.5pp | 64.87%+22.2pp | 41.64%+45.4pp |
| Employer contribution / active EE | $3,534 | $2,870+23.1% | $4,294-17.7% | $2,551+38.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,393 | $9,341-53.0% | $14,586-69.9% | $7,234-39.3% |