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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 | $234,628 | $81,504+187.9% | $102,437+129.0% | $80,959+189.8% |
| Participation rate | 93.2% | 66.9%+26.4pp | 74.5%+18.7pp | 67.7%+25.6pp |
| Annual return | 47.47% | 25.60%+21.9pp | 24.95%+22.5pp | 35.67%+11.8pp |
| Employer contribution / active EE | $3,928 | $3,104+26.6% | $3,871+1.5% | $2,757+42.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,409 | $6,719+54.9% | $8,388+24.1% | $6,925+50.3% |