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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 | $64,510 | $93,617-31.1% | $135,982-52.6% | $75,177-14.2% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 39.99% | 30.89%+9.1pp | 68.32%-28.3pp | 160.75%-120.8pp |
| Employer contribution / active EE | $9,923 | $3,538+180.4% | $4,859+104.2% | $2,671+271.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,496 | $6,980-78.6% | $10,767-86.1% | $5,651-73.5% |