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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 | $133,727 | $81,446+64.2% | $103,374+29.4% | $80,874+65.4% |
| Participation rate | 94.0% | 66.9%+27.1pp | 74.5%+19.5pp | 67.6%+26.4pp |
| Annual return | 53.27% | 25.57%+27.7pp | 24.89%+28.4pp | 35.62%+17.7pp |
| Employer contribution / active EE | $4,725 | $3,107+52.1% | $3,869+22.1% | $2,756+71.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,073 | $6,715-54.2% | $8,394-63.4% | $6,935-55.7% |