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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 | $107,956 | $76,551+41.0% | $123,894-12.9% | $62,881+71.7% |
| Participation rate | 98.2% | 73.0%+25.3pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 11.08% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $9,272 | $2,882+221.7% | $4,617+100.8% | $2,281+306.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,366 | $4,826+156.2% | $8,357+48.0% | $4,296+187.9% |