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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 | $124,063 | $64,920+91.1% | $103,693+19.6% | $86,983+42.6% |
| Participation rate | 93.1% | 63.6%+29.5pp | 72.6%+20.5pp | 69.5%+23.6pp |
| Annual return | 51.11% | 30.29%+20.8pp | 47.61%+3.5pp | 25.83%+25.3pp |
| Employer contribution / active EE | $10,086 | $2,141+371.1% | $2,920+245.4% | $2,584+290.2% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,344 | $6,191+2.5% | $7,858-19.3% | $7,856-19.2% |