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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 | $181,641 | $93,345+94.6% | $119,126+52.5% | $87,485+107.6% |
| Participation rate | 96.3% | 68.7%+27.5pp | 75.8%+20.5pp | 68.9%+27.3pp |
| Annual return | 31.97% | 19.08%+12.9pp | 282.11%-250.1pp | 26.06%+5.9pp |
| Employer contribution / active EE | $7,642 | $3,172+141.0% | $4,034+89.5% | $2,596+194.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,154 | $8,039-60.8% | $10,693-70.5% | $7,775-59.4% |