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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 | $72,586 | $89,370-18.8% | $141,197-48.6% | $72,976-0.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 25.72% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $5,357 | $3,115+72.0% | $4,736+13.1% | $2,440+119.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,909 | $5,957+32.8% | $10,265-22.9% | $5,124+54.4% |