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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 | $143,748 | $76,407+88.1% | $150,298-4.4% | $82,448+74.4% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 34.72% | 39.99%-5.3pp | 62.79%-28.1pp | 41.64%-6.9pp |
| Employer contribution / active EE | $4,263 | $2,614+63.1% | $4,154+2.6% | $2,551+67.1% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $25,292 | $6,352+298.2% | $14,116+79.2% | $7,234+249.6% |