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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 | $116,850 | $89,259+30.9% | $107,187+9.0% | $82,637+41.4% |
| Participation rate | 97.3% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.2pp |
| Annual return | 23.12% | 21.02%+2.1pp | 204.55%-181.4pp | 53.51%-30.4pp |
| Employer contribution / active EE | $7,812 | $3,080+153.6% | $3,782+106.6% | $2,552+206.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,752 | $7,381-62.7% | $9,162-70.0% | $7,339-62.5% |