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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 | $239,981 | $81,446+194.7% | $103,374+132.1% | $80,874+196.7% |
| Participation rate | 98.7% | 66.9%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 14.45% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $8,861 | $3,107+185.2% | $3,869+129.0% | $2,756+221.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,576 | $6,715-31.9% | $8,394-45.5% | $6,935-34.0% |