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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 | $94,031+51.4% | $115,768+23.0% | $82,448+72.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.4%+21.8pp | 68.1%+28.2pp |
| Annual return | 12.67% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $7,054 | $2,323+203.6% | $2,940+140.0% | $2,551+176.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,140 | $10,249-20.6% | $12,439-34.6% | $7,234+12.5% |