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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 | $59,479 | $53,128+12.0% | $86,582-31.3% | $70,126-15.2% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 15.41% | 27.66%-12.3pp | 965.08%-949.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $5,036 | $2,068+143.5% | $2,839+77.4% | $2,343+115.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,998 | $3,584-44.3% | $4,904-59.3% | $4,645-57.0% |