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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 | $88,458 | $86,938+1.7% | $102,423-13.6% | $80,925+9.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.4pp |
| Annual return | 41.56% | 18.89%+22.7pp | 29.42%+12.1pp | 35.65%+5.9pp |
| Employer contribution / active EE | $9,452 | $2,369+299.0% | $3,023+212.7% | $2,756+242.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,645 | $8,053-29.9% | $9,455-40.3% | $6,940-18.7% |