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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 | $140,962 | $86,949+62.1% | $102,460+37.6% | $80,959+74.1% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | 20.57% | 18.89%+1.7pp | 29.47%-8.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $6,168 | $2,370+160.3% | $3,025+103.9% | $2,757+123.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,556 | $8,048-55.8% | $9,460-62.4% | $6,925-48.6% |