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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 | $74,260 | $65,364+13.6% | $92,909-20.1% | $72,975+1.8% |
| Participation rate | 98.5% | 68.3%+30.1pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 43.96% | 42.11%+1.9pp | 109.44%-65.5pp | 81.01%-37.0pp |
| Employer contribution / active EE | $4,058 | $2,594+56.4% | $3,653+11.1% | $2,440+66.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,765 | $4,251+35.6% | $5,795-0.5% | $5,124+12.5% |