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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 | $93,345+53.8% | $119,126+20.5% | $87,485+64.1% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 29.75% | 19.08%+10.7pp | 282.11%-252.4pp | 26.06%+3.7pp |
| Employer contribution / active EE | $5,556 | $3,172+75.2% | $4,034+37.7% | $2,596+114.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,950 | $8,039-50.9% | $10,693-63.1% | $7,775-49.2% |