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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 | $148,001 | $65,367+126.4% | $92,915+59.3% | $72,976+102.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 47.36% | 42.11%+5.3pp | 109.45%-62.1pp | 81.02%-33.7pp |
| Employer contribution / active EE | $13,872 | $2,594+434.8% | $3,653+279.7% | $2,440+468.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,456 | $4,251+4.8% | $5,796-23.1% | $5,124-13.0% |