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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 | $192,302 | $106,749+80.1% | $145,433+32.2% | $82,448+133.2% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 46.75% | 27.59%+19.2pp | 66.58%-19.8pp | 41.64%+5.1pp |
| Employer contribution / active EE | $10,093 | $3,444+193.0% | $4,554+121.6% | $2,551+295.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,628 | $8,390-21.0% | $13,129-49.5% | $7,234-8.4% |