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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 | $133,622 | $81,476+64.0% | $102,383+30.5% | $80,925+65.1% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 34.95% | 25.59%+9.4pp | 24.94%+10.0pp | 35.65%-0.7pp |
| Employer contribution / active EE | $11,399 | $3,105+267.2% | $3,870+194.5% | $2,756+313.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,503 | $6,717-47.9% | $8,391-58.3% | $6,940-49.5% |