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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 | $128,815 | $82,028+57.0% | $123,105+4.6% | $59,633+116.0% |
| Participation rate | 92.4% | 83.2%+9.2pp | 86.8%+5.6pp | 68.7%+23.7pp |
| Annual return | 20.92% | 5.12%+15.8pp | 13.22%+7.7pp | 2041.45%-2020.5pp |
| Employer contribution / active EE | $5,543 | $3,297+68.2% | $5,151+7.6% | $2,203+151.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,562 | $5,879+11.6% | $9,014-27.2% | $4,297+52.7% |