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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 | $93,345+25.2% | $119,126-1.9% | $87,485+33.6% |
| Participation rate | 97.3% | 68.7%+28.6pp | 75.8%+21.5pp | 68.9%+28.4pp |
| Annual return | 23.12% | 19.08%+4.0pp | 282.11%-259.0pp | 26.06%-2.9pp |
| Employer contribution / active EE | $7,812 | $3,172+146.3% | $4,034+93.7% | $2,596+200.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,752 | $8,039-65.8% | $10,693-74.3% | $7,775-64.6% |