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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 | $117,545 | $80,983+45.1% | $96,544+21.8% | $75,177+56.4% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 30.84% | 27.05%+3.8pp | 25.88%+5.0pp | 160.75%-129.9pp |
| Employer contribution / active EE | $7,731 | $2,282+238.7% | $2,966+160.6% | $2,671+189.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,509 | $6,717+11.8% | $8,254-9.0% | $5,651+32.9% |