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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 | $141,068 | $57,828+143.9% | $117,039+20.5% | $70,126+101.2% |
| Participation rate | 98.1% | 67.1%+31.0pp | 77.2%+21.0pp | 69.5%+28.6pp |
| Annual return | 23.07% | 17.55%+5.5pp | 18.95%+4.1pp | 73.15%-50.1pp |
| Employer contribution / active EE | $3,704 | $1,816+104.0% | $3,785-2.1% | $2,343+58.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,180 | $3,548+581.5% | $5,974+304.8% | $4,645+420.5% |