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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 | $78,015+66.7% | $178,505-27.2% | $80,959+60.6% |
| Participation rate | 96.9% | 65.7%+31.3pp | 77.1%+19.8pp | 67.7%+29.3pp |
| Annual return | 38.94% | 18.10%+20.8pp | 27.16%+11.8pp | 35.67%+3.3pp |
| Employer contribution / active EE | $12,808 | $2,281+461.4% | $3,955+223.8% | $2,757+364.5% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,385 | $7,160-80.7% | $10,428-86.7% | $6,925-80.0% |