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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 | $142,355 | $97,648+45.8% | $121,663+17.0% | $87,485+62.7% |
| Participation rate | 96.2% | 70.5%+25.8pp | 74.5%+21.7pp | 68.9%+27.3pp |
| Annual return | 12.67% | 18.03%-5.4pp | 147.54%-134.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $7,054 | $2,300+206.6% | $3,020+133.6% | $2,596+171.7% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,140 | $11,100-26.7% | $14,289-43.0% | $7,775+4.7% |