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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 | $84,244 | $72,177+16.7% | $115,038-26.8% | $59,633+41.3% |
| Participation rate | 95.7% | 72.6%+23.1pp | 81.4%+14.3pp | 68.7%+27.0pp |
| Annual return | 29.70% | 12.02%+17.7pp | 26.14%+3.6pp | 2041.45%-2011.7pp |
| Employer contribution / active EE | $10,274 | $2,841+261.6% | $4,608+123.0% | $2,203+366.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,014 | $4,927-18.5% | $8,175-50.9% | $4,297-6.6% |