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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 | $129,330 | $76,551+68.9% | $123,894+4.4% | $62,881+105.7% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 9.91% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $5,195 | $2,882+80.2% | $4,617+12.5% | $2,281+127.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,015 | $4,826-16.8% | $8,357-52.0% | $4,296-6.5% |