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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 | $100,675 | $79,955+25.9% | $98,461+2.2% | $75,173+33.9% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 23.43% | 19.75%+3.7pp | 21.17%+2.3pp | 160.72%-137.3pp |
| Employer contribution / active EE | $10,556 | $2,264+366.3% | $3,049+246.3% | $2,671+295.2% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,983 | $6,841-27.2% | $8,961-44.4% | $5,651-11.8% |