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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 | $77,962+66.8% | $178,540-27.2% | $80,935+60.7% |
| Participation rate | 96.9% | 65.7%+31.3pp | 77.1%+19.8pp | 67.7%+29.3pp |
| Annual return | 38.94% | 18.10%+20.8pp | 27.15%+11.8pp | 35.66%+3.3pp |
| Employer contribution / active EE | $12,808 | $2,280+461.7% | $3,953+224.0% | $2,757+364.6% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,385 | $7,156-80.6% | $10,424-86.7% | $6,924-80.0% |