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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 | $143,844 | $88,672+62.2% | $105,223+36.7% | $82,448+74.5% |
| Participation rate | 97.4% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.3pp |
| Annual return | 32.01% | 30.86%+1.2pp | 180.65%-148.6pp | 41.64%-9.6pp |
| Employer contribution / active EE | $26,853 | $3,048+781.0% | $3,689+628.0% | $2,551+952.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,698 | $7,146-62.2% | $8,859-69.5% | $7,234-62.7% |