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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 | $143,498 | $72,269+98.6% | $101,271+41.7% | $79,852+79.7% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 19.40% | 22.29%-2.9pp | 46.48%-27.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $7,500 | $2,692+178.6% | $3,660+104.9% | $2,471+203.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,437 | $4,401+91.7% | $5,948+41.9% | $5,306+59.0% |