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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 | $108,648 | $80,992+34.1% | $96,534+12.5% | $75,173+44.5% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 43.39% | 27.05%+16.3pp | 25.88%+17.5pp | 160.72%-117.3pp |
| Employer contribution / active EE | $3,015 | $2,283+32.1% | $2,965+1.7% | $2,671+12.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,796 | $6,717-58.4% | $8,253-66.1% | $5,651-50.5% |