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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 | $78,690+82.7% | $161,489-11.0% | $87,485+64.3% |
| Participation rate | 86.7% | 67.5%+19.2pp | 78.7%+8.0pp | 68.9%+17.7pp |
| Annual return | 34.72% | 32.74%+2.0pp | 89.72%-55.0pp | 26.06%+8.7pp |
| Employer contribution / active EE | $4,263 | $2,588+64.7% | $4,268-0.1% | $2,596+64.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,292 | $6,724+276.2% | $16,006+58.0% | $7,775+225.3% |