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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 | $93,345+21.7% | $119,126-4.6% | $87,485+29.9% |
| Participation rate | 94.9% | 68.7%+26.1pp | 75.8%+19.1pp | 68.9%+25.9pp |
| Annual return | 13.73% | 19.08%-5.3pp | 282.11%-268.4pp | 26.06%-12.3pp |
| Employer contribution / active EE | $6,953 | $3,172+119.2% | $4,034+72.4% | $2,596+167.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,312 | $8,039-83.7% | $10,693-87.7% | $7,775-83.1% |