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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 | $176,775 | $89,515+97.5% | $103,486+70.8% | $80,935+118.4% |
| Participation rate | 97.8% | 76.0%+21.8pp | 80.5%+17.3pp | 67.7%+30.2pp |
| Annual return | 52.99% | 22.82%+30.2pp | 23.93%+29.1pp | 35.66%+17.3pp |
| Employer contribution / active EE | $3,688 | $4,015-8.2% | $4,679-21.2% | $2,757+33.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,628-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,224 | $6,527-65.9% | $9,354-76.2% | $6,924-67.9% |