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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 | $124,706 | $100,811+23.7% | $86,698+43.8% | $134,545-7.3% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 7.58% | 29.11%-21.5pp | 35.96%-28.4pp | 418.37%-410.8pp |
| Employer contribution / active EE | $10,276 | $3,490+194.4% | $2,837+262.2% | $4,742+116.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,851 | $10,926-46.4% | $7,492-21.9% | $11,431-48.8% |