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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 | $183,259 | $81,446+125.0% | $103,374+77.3% | $80,874+126.6% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 46.35% | 25.57%+20.8pp | 24.89%+21.5pp | 35.62%+10.7pp |
| Employer contribution / active EE | $3,525 | $3,107+13.5% | $3,869-8.9% | $2,756+27.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,123 | $6,715-68.4% | $8,394-74.7% | $6,935-69.4% |