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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 | $163,640 | $96,731+69.2% | $123,973+32.0% | $86,983+88.1% |
| Participation rate | 97.9% | 70.0%+27.9pp | 76.7%+21.3pp | 69.5%+28.4pp |
| Annual return | 18.14% | 17.33%+0.8pp | 388.13%-370.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $19,021 | $3,297+476.9% | $4,126+361.0% | $2,584+636.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $691 | $8,722-92.1% | $11,799-94.1% | $7,856-91.2% |