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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 | $106,998 | $67,602+58.3% | $82,312+30.0% | $70,126+52.6% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 62.24% | 21.57%+40.7pp | 25.88%+36.4pp | 73.15%-10.9pp |
| Employer contribution / active EE | $4,806 | $1,755+173.9% | $2,428+97.9% | $2,343+105.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,324 | $4,512-48.5% | $5,608-58.6% | $4,645-50.0% |