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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 | $76,338 | $106,864-28.6% | $147,318-48.2% | $82,637-7.6% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 34.21% | 27.49%+6.7pp | 70.43%-36.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $5,294 | $3,417+55.0% | $4,593+15.3% | $2,552+107.4% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,325 | $8,415-36.7% | $13,708-61.2% | $7,339-27.4% |