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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 | $81,487+64.1% | $102,412+30.6% | $80,935+65.2% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.7%+26.3pp |
| Annual return | 53.27% | 25.60%+27.7pp | 24.94%+28.3pp | 35.66%+17.6pp |
| Employer contribution / active EE | $4,725 | $3,103+52.3% | $3,870+22.1% | $2,757+71.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,073 | $6,717-54.2% | $8,388-63.4% | $6,924-55.6% |