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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 | $135,188 | $77,574+74.3% | $108,753+24.3% | $86,983+55.4% |
| Participation rate | 97.6% | 62.3%+35.3pp | 71.1%+26.5pp | 69.5%+28.1pp |
| Annual return | 16.88% | 18.42%-1.5pp | 37.47%-20.6pp | 25.83%-9.0pp |
| Employer contribution / active EE | $6,548 | $1,611+306.5% | $2,427+169.8% | $2,584+153.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,447 | $6,529-62.5% | $10,320-76.3% | $7,856-68.9% |