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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 | $81,457+35.3% | $103,378+6.6% | $80,911+36.2% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 44.62% | 25.58%+19.0pp | 24.91%+19.7pp | 35.63%+9.0pp |
| Employer contribution / active EE | $15,106 | $3,107+386.2% | $3,870+290.3% | $2,756+448.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,368 | $6,717-5.2% | $8,401-24.2% | $6,935-8.2% |