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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 | $169,102 | $73,955+128.7% | $96,520+75.2% | $75,181+124.9% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.1pp | 67.2%+31.3pp |
| Annual return | 33.21% | 26.72%+6.5pp | 35.72%-2.5pp | 160.69%-127.5pp |
| Employer contribution / active EE | $5,521 | $2,930+88.4% | $3,739+47.7% | $2,671+106.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,134 | $5,217+75.1% | $6,733+35.7% | $5,650+61.7% |