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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 | $88,192 | $83,485+5.6% | $125,192-29.6% | $72,975+20.9% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+15.0pp | 69.5%+25.2pp |
| Annual return | 43.52% | 25.77%+17.8pp | 43.79%-0.3pp | 81.01%-37.5pp |
| Employer contribution / active EE | $7,159 | $2,346+205.2% | $3,866+85.2% | $2,440+193.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,882 | $5,518-47.8% | $9,704-70.3% | $5,124-43.8% |