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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 | $112,177 | $70,486+59.1% | $100,535+11.6% | $79,856+40.5% |
| Participation rate | 97.6% | 73.6%+24.0pp | 79.4%+18.2pp | 69.6%+28.0pp |
| Annual return | 42.23% | 21.90%+20.3pp | 30.90%+11.3pp | 31.71%+10.5pp |
| Employer contribution / active EE | $11,905 | $2,165+450.0% | $3,419+248.2% | $2,471+381.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $330 | $4,480-92.6% | $8,085-95.9% | $5,306-93.8% |