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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 | $73,988+128.6% | $96,538+75.2% | $75,177+124.9% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.1pp | 67.2%+31.3pp |
| Annual return | 33.21% | 26.73%+6.5pp | 35.74%-2.5pp | 160.75%-127.5pp |
| Employer contribution / active EE | $5,521 | $2,930+88.4% | $3,740+47.6% | $2,671+106.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,134 | $5,220+75.0% | $6,737+35.6% | $5,651+61.6% |