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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 | $159,342 | $87,733+81.6% | $106,554+49.5% | $85,851+85.6% |
| Participation rate | 98.8% | 71.9%+26.8pp | 76.1%+22.6pp | 69.3%+29.5pp |
| Annual return | 34.81% | 21.86%+13.0pp | 26.80%+8.0pp | 318.63%-283.8pp |
| Employer contribution / active EE | $5,587 | $2,073+169.5% | $2,819+98.2% | $2,565+117.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,092 | $6,767-39.5% | $7,408-44.8% | $6,261-34.6% |