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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 | $81,476+47.9% | $102,383+17.7% | $80,925+48.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.7%+31.0pp |
| Annual return | 11.92% | 25.59%-13.7pp | 24.94%-13.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $15,271 | $3,105+391.9% | $3,870+294.6% | $2,756+454.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,191 | $6,717+245.2% | $8,391+176.4% | $6,940+234.2% |