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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 | $105,284+7.9% | $150,734-24.6% | $94,015+20.9% |
| Participation rate | 94.9% | 71.7%+23.1pp | 78.4%+16.4pp | 70.8%+24.1pp |
| Annual return | 13.73% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $6,953 | $3,599+93.2% | $4,918+41.4% | $2,790+149.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,312 | $9,839-86.7% | $14,905-91.2% | $8,951-85.3% |