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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 | $108,810 | $78,670+38.3% | $109,173-0.3% | $85,847+26.7% |
| Participation rate | 93.9% | 68.3%+25.7pp | 75.9%+18.1pp | 69.3%+24.6pp |
| Annual return | 13.33% | 25.09%-11.8pp | 25.75%-12.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $5,880 | $2,734+115.1% | $3,723+57.9% | $2,565+129.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,401 | $5,469-37.8% | $6,755-49.6% | $6,261-45.7% |