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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 | $128,569 | $89,370+43.9% | $141,197-8.9% | $72,976+76.2% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 101.88% | 111.88%-10.0pp | 71.41%+30.5pp | 81.02%+20.9pp |
| Employer contribution / active EE | $6,514 | $3,115+109.1% | $4,736+37.5% | $2,440+167.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,465 | $5,957-58.6% | $10,265-76.0% | $5,124-51.9% |