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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 | $95,376 | $54,541+74.9% | $78,778+21.1% | $70,126+36.0% |
| Participation rate | 95.9% | 60.8%+35.1pp | 69.2%+26.7pp | 69.5%+26.4pp |
| Annual return | 38.40% | 21.07%+17.3pp | 35.62%+2.8pp | 73.15%-34.7pp |
| Employer contribution / active EE | $13,982 | $1,089+1184.5% | $1,986+604.2% | $2,343+496.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,622 | $3,709+51.6% | $5,134+9.5% | $4,645+21.0% |