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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 | $121,188 | $72,114+68.1% | $108,745+11.4% | $62,881+92.7% |
| Participation rate | 96.3% | 74.6%+21.7pp | 77.7%+18.6pp | 69.3%+27.0pp |
| Annual return | 10.41% | 13.41%-3.0pp | 46.22%-35.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $4,141 | $2,694+53.8% | $3,323+24.6% | $2,281+81.6% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,682 | $4,608+218.6% | $6,144+139.0% | $4,296+241.8% |