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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 | $165,636 | $94,031+76.2% | $115,768+43.1% | $82,448+100.9% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 22.32% | 20.61%+1.7pp | 100.46%-78.1pp | 41.64%-19.3pp |
| Employer contribution / active EE | $5,871 | $2,323+152.7% | $2,940+99.7% | $2,551+130.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,978 | $10,249-41.7% | $12,439-51.9% | $7,234-17.4% |