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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 | $113,619 | $88,672+28.1% | $105,223+8.0% | $82,448+37.8% |
| Participation rate | 94.9% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.8pp |
| Annual return | 13.73% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $6,953 | $3,048+128.1% | $3,689+88.5% | $2,551+172.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,312 | $7,146-81.6% | $8,859-85.2% | $7,234-81.9% |