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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 | $77,814+84.7% | $158,223-9.1% | $86,983+65.3% |
| Participation rate | 86.7% | 68.4%+18.3pp | 79.2%+7.5pp | 69.5%+17.1pp |
| Annual return | 34.72% | 30.54%+4.2pp | 52.09%-17.4pp | 25.83%+8.9pp |
| Employer contribution / active EE | $4,263 | $2,592+64.5% | $4,109+3.8% | $2,584+65.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $25,292 | $5,879+330.2% | $16,047+57.6% | $7,856+221.9% |