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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 | $144,000 | $72,486+98.7% | $87,103+65.3% | $72,976+97.3% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 82.47% | 24.46%+58.0pp | 28.19%+54.3pp | 81.02%+1.5pp |
| Employer contribution / active EE | $4,454 | $1,894+135.2% | $2,521+76.6% | $2,440+82.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,009 | $5,055-60.2% | $7,491-73.2% | $5,124-60.8% |