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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 | $124,090 | $87,106+42.5% | $105,607+17.5% | $80,935+53.3% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.3%+20.2pp | 67.7%+27.9pp |
| Annual return | 15.51% | 17.01%-1.5pp | 116.11%-100.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $6,048 | $2,396+152.4% | $3,167+91.0% | $2,757+119.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,539 | $8,447-58.1% | $10,958-67.7% | $6,924-48.9% |