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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 | $110,229 | $81,504+35.2% | $102,437+7.6% | $80,959+36.2% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.5%+24.0pp | 67.7%+30.9pp |
| Annual return | 44.62% | 25.60%+19.0pp | 24.95%+19.7pp | 35.67%+8.9pp |
| Employer contribution / active EE | $15,106 | $3,104+386.7% | $3,871+290.3% | $2,757+447.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,368 | $6,719-5.2% | $8,388-24.1% | $6,925-8.1% |