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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 | $89,259+54.2% | $107,187+28.4% | $82,637+66.6% |
| Participation rate | 98.7% | 67.9%+30.8pp | 75.0%+23.7pp | 68.1%+30.7pp |
| Annual return | 29.42% | 21.02%+8.4pp | 204.55%-175.1pp | 53.51%-24.1pp |
| Employer contribution / active EE | $12,889 | $3,080+318.5% | $3,782+240.8% | $2,552+405.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,649 | $7,381-23.5% | $9,162-38.3% | $7,339-23.0% |