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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 | $120,029 | $92,219+30.2% | $76,767+56.4% | $135,380-11.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | 12.98% | 5.46%+7.5pp | 2.43%+10.6pp | 519.81%-506.8pp |
| Employer contribution / active EE | $8,695 | $3,216+170.4% | $2,485+249.9% | $4,779+81.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,117 | $10,749-80.3% | $6,675-68.3% | $10,828-80.5% |