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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 | $81,389 | $77,816+4.6% | $123,552-34.1% | $64,173+26.8% |
| Participation rate | 98.6% | 74.7%+23.8pp | 82.3%+16.3pp | 69.6%+29.0pp |
| Annual return | 48.87% | 12.49%+36.4pp | 119.20%-70.3pp | 7.63%+41.2pp |
| Employer contribution / active EE | $7,064 | $3,014+134.4% | $4,628+52.6% | $2,381+196.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,086 | $5,519-44.1% | $9,285-66.8% | $4,887-36.9% |