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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 | $81,504+63.9% | $102,437+30.4% | $80,959+65.0% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 34.95% | 25.60%+9.4pp | 24.95%+10.0pp | 35.67%-0.7pp |
| Employer contribution / active EE | $11,399 | $3,104+267.3% | $3,871+194.5% | $2,757+313.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,503 | $6,719-47.9% | $8,388-58.2% | $6,925-49.4% |