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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 | $81,487+64.0% | $102,412+30.5% | $80,935+65.1% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 34.95% | 25.60%+9.4pp | 24.94%+10.0pp | 35.66%-0.7pp |
| Employer contribution / active EE | $11,399 | $3,103+267.4% | $3,870+194.6% | $2,757+313.5% |
| 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% | $8,388-58.2% | $6,924-49.4% |