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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 | $146,129 | $81,504+79.3% | $102,437+42.7% | $80,959+80.5% |
| Participation rate | 96.7% | 66.9%+29.9pp | 74.5%+22.2pp | 67.7%+29.1pp |
| Annual return | 11.86% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $8,351 | $3,104+169.1% | $3,871+115.8% | $2,757+202.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,155 | $6,719-53.1% | $8,388-62.4% | $6,925-54.4% |