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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 | $72,330 | $93,617-22.7% | $135,982-46.8% | $75,177-3.8% |
| Participation rate | 93.4% | 75.2%+18.2pp | 81.9%+11.5pp | 67.2%+26.2pp |
| Annual return | 39.96% | 30.89%+9.1pp | 68.32%-28.4pp | 160.75%-120.8pp |
| Employer contribution / active EE | $12,950 | $3,538+266.0% | $4,859+166.5% | $2,671+384.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,661 | $6,980-61.9% | $10,767-75.3% | $5,651-52.9% |