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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 | $82,489 | $57,352+43.8% | $83,831-1.6% | $64,173+28.5% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | 9.26% | 11.38%-2.1pp | 850.99%-841.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $4,631 | $2,546+81.9% | $3,631+27.5% | $2,381+94.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,859 | $4,046+44.8% | $5,479+6.9% | $4,887+19.9% |