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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 | $162,877 | $81,504+99.8% | $102,437+59.0% | $80,959+101.2% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 43.92% | 25.60%+18.3pp | 24.95%+19.0pp | 35.67%+8.3pp |
| Employer contribution / active EE | $7,564 | $3,104+143.7% | $3,871+95.4% | $2,757+174.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,782 | $6,719+15.8% | $8,388-7.2% | $6,925+12.4% |