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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 | $120,517 | $81,487+47.9% | $102,412+17.7% | $80,935+48.9% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 19.87% | 25.60%-5.7pp | 24.94%-5.1pp | 35.66%-15.8pp |
| Employer contribution / active EE | $13,307 | $3,103+328.9% | $3,870+243.9% | $2,757+382.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,266 | $6,717-21.6% | $8,388-37.2% | $6,924-23.9% |