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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 | $137,306 | $123,793+10.9% | $177,827-22.8% | $79,858+71.9% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 11.71% | 22.82%-11.1pp | 48.32%-36.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $6,806 | $4,095+66.2% | $5,918+15.0% | $2,471+175.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,508 | $7,243+100.3% | $12,429+16.7% | $5,306+173.4% |