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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 | $130,030 | $78,013+66.7% | $178,449-27.1% | $80,911+60.7% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.6%+29.3pp |
| Annual return | 38.94% | 18.07%+20.9pp | 27.09%+11.9pp | 35.63%+3.3pp |
| Employer contribution / active EE | $12,808 | $2,287+460.0% | $3,951+224.2% | $2,756+364.7% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,277-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,385 | $7,166-80.7% | $10,362-86.6% | $6,935-80.0% |