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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 | $96,731+87.8% | $123,973+46.5% | $86,983+108.8% |
| Participation rate | 96.3% | 70.0%+26.2pp | 76.7%+19.6pp | 69.5%+26.7pp |
| Annual return | 31.97% | 17.33%+14.6pp | 388.13%-356.2pp | 25.83%+6.1pp |
| Employer contribution / active EE | $7,642 | $3,297+131.8% | $4,126+85.2% | $2,584+195.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,154 | $8,722-63.8% | $11,799-73.3% | $7,856-59.8% |