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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 | $143,588 | $105,284+36.4% | $150,734-4.7% | $94,015+52.7% |
| Participation rate | 97.2% | 71.7%+25.5pp | 78.4%+18.8pp | 70.8%+26.4pp |
| Annual return | 29.75% | 15.67%+14.1pp | 600.81%-571.1pp | 17.84%+11.9pp |
| Employer contribution / active EE | $5,556 | $3,599+54.4% | $4,918+13.0% | $2,790+99.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,950 | $9,839-59.9% | $14,905-73.5% | $8,951-55.9% |