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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 | $64,468 | $54,763+17.7% | $90,324-28.6% | $72,976-11.7% |
| Participation rate | 92.3% | 65.2%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 34.58% | 30.63%+3.9pp | 78.15%-43.6pp | 81.02%-46.4pp |
| Employer contribution / active EE | $4,153 | $2,093+98.4% | $2,856+45.4% | $2,440+70.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,693 | $3,973-57.4% | $5,356-68.4% | $5,124-67.0% |