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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 | $81,297 | $60,442+34.5% | $96,754-16.0% | $87,485-7.1% |
| Participation rate | 96.9% | 58.7%+38.2pp | 70.3%+26.6pp | 68.9%+27.9pp |
| Annual return | 35.24% | 21.97%+13.3pp | 82.04%-46.8pp | 26.06%+9.2pp |
| Employer contribution / active EE | $8,353 | $1,691+394.0% | $2,679+211.8% | $2,596+221.7% |
| Participant deferral / active EE | $17,979 | $3,280+448.1% | $4,758+277.9% | $4,274+320.7% |
| Admin fee / account holder | $7,912 | $5,069+56.1% | $8,905-11.1% | $7,775+1.8% |