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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 | $125,563 | $65,367+92.1% | $92,915+35.1% | $72,976+72.1% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 18.07% | 42.11%-24.0pp | 109.45%-91.4pp | 81.02%-62.9pp |
| Employer contribution / active EE | $5,254 | $2,594+102.6% | $3,653+43.8% | $2,440+115.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,994 | $4,251+205.6% | $5,796+124.2% | $5,124+153.6% |