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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 | $137,680 | $93,345+47.5% | $119,126+15.6% | $87,485+57.4% |
| Participation rate | 98.7% | 68.7%+30.0pp | 75.8%+23.0pp | 68.9%+29.8pp |
| Annual return | 29.42% | 19.08%+10.3pp | 282.11%-252.7pp | 26.06%+3.4pp |
| Employer contribution / active EE | $12,889 | $3,172+306.4% | $4,034+219.5% | $2,596+396.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,649 | $8,039-29.7% | $10,693-47.2% | $7,775-27.3% |