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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 | $81,446+79.4% | $103,374+41.4% | $80,874+80.7% |
| Participation rate | 96.7% | 66.9%+29.9pp | 74.5%+22.2pp | 67.6%+29.1pp |
| Annual return | 11.86% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $8,351 | $3,107+168.8% | $3,869+115.8% | $2,756+203.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,155 | $6,715-53.0% | $8,394-62.4% | $6,935-54.5% |