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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 | $97,328 | $72,486+34.3% | $87,103+11.7% | $72,976+33.4% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 28.30% | 24.46%+3.8pp | 28.19%+0.1pp | 81.02%-52.7pp |
| Employer contribution / active EE | $7,738 | $1,894+308.6% | $2,521+206.9% | $2,440+217.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,688 | $5,055+12.5% | $7,491-24.1% | $5,124+11.0% |