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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 | $105,072 | $57,057+84.2% | $85,009+23.6% | $80,874+29.9% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.4pp | 67.6%+31.2pp |
| Annual return | 16.01% | 21.66%-5.6pp | 66.47%-50.5pp | 35.62%-19.6pp |
| Employer contribution / active EE | $5,313 | $1,799+195.4% | $2,728+94.7% | $2,756+92.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,804 | $4,986-23.7% | $6,153-38.2% | $6,935-45.1% |