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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 | $125,454 | $78,670+59.5% | $109,173+14.9% | $85,847+46.1% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 11.60% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $7,080 | $2,734+159.0% | $3,723+90.2% | $2,565+176.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,843 | $5,469+25.1% | $6,755+1.3% | $6,261+9.3% |