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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 | $132,176 | $53,777+145.8% | $134,155-1.5% | $79,858+65.5% |
| Participation rate | 98.4% | 58.8%+39.6pp | 72.2%+26.2pp | 69.6%+28.7pp |
| Annual return | 28.74% | 19.01%+9.7pp | 36.34%-7.6pp | 31.72%-3.0pp |
| Employer contribution / active EE | $3,857 | $1,321+191.9% | $3,705+4.1% | $2,471+56.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,277 | $3,984+132.9% | $6,685+38.8% | $5,306+74.8% |