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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 | $102,595 | $48,327+112.3% | $67,575+51.8% | $80,935+26.8% |
| Participation rate | 96.2% | 66.4%+29.7pp | 72.9%+23.2pp | 67.7%+28.5pp |
| Annual return | 12.95% | 18.31%-5.4pp | 3528.98%-3516.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,518 | $2,022+123.4% | $2,736+65.2% | $2,757+63.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,349 | $3,692+99.0% | $3,993+84.0% | $6,924+6.1% |