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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 | $120,464 | $81,446+47.9% | $103,374+16.5% | $80,874+49.0% |
| Participation rate | 98.7% | 66.9%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 11.92% | 25.57%-13.6pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $15,271 | $3,107+391.5% | $3,869+294.7% | $2,756+454.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $23,191 | $6,715+245.4% | $8,394+176.3% | $6,935+234.4% |