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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 | $57,140+83.9% | $85,240+23.3% | $80,959+29.8% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.3pp | 67.7%+31.2pp |
| Annual return | 16.01% | 21.71%-5.7pp | 66.75%-50.7pp | 35.67%-19.7pp |
| Employer contribution / active EE | $5,313 | $1,802+194.9% | $2,735+94.3% | $2,757+92.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,804 | $4,992-23.8% | $6,165-38.3% | $6,925-45.1% |