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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 | $82,820 | $56,894+45.6% | $84,753-2.3% | $62,881+31.7% |
| Participation rate | 96.8% | 68.5%+28.2pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 96.60% | 6.30%+90.3pp | 22.78%+73.8pp | 20.14%+76.5pp |
| Employer contribution / active EE | $9,839 | $2,400+310.0% | $3,574+175.3% | $2,281+331.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,240 | $3,581-37.4% | $5,333-58.0% | $4,296-47.9% |