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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 | $117,284 | $201,372-41.8% | $184,260-36.3% | $145,884-19.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 16.21% | 29.04%-12.8pp | 28.84%-12.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $11,949 | $7,024+70.1% | $6,427+85.9% | $4,662+156.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,616 | $16,362-84.0% | $13,898-81.2% | $13,392-80.5% |