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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 | $106,004 | $72,272+46.7% | $101,264+4.7% | $79,858+32.7% |
| Participation rate | 96.8% | 68.5%+28.4pp | 75.8%+21.0pp | 69.6%+27.2pp |
| Annual return | 50.57% | 22.30%+28.3pp | 46.48%+4.1pp | 31.72%+18.9pp |
| Employer contribution / active EE | $4,766 | $2,692+77.1% | $3,660+30.2% | $2,471+92.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,115 | $4,401+39.0% | $5,947+2.8% | $5,306+15.3% |