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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 | $92,178 | $58,523+57.5% | $99,479-7.3% | $72,976+26.3% |
| Participation rate | 92.9% | 64.6%+28.2pp | 73.8%+19.0pp | 69.5%+23.4pp |
| Annual return | 33.05% | 28.51%+4.5pp | 30.72%+2.3pp | 81.02%-48.0pp |
| Employer contribution / active EE | $10,110 | $1,512+568.7% | $2,540+298.0% | $2,440+314.4% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $959 | $4,102-76.6% | $6,253-84.7% | $5,124-81.3% |