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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 | $201,910 | $99,345+103.2% | $84,753+138.2% | $273,972-26.3% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 52.95% | 22.93%+30.0pp | 22.78%+30.2pp | 41.46%+11.5pp |
| Employer contribution / active EE | $7,413 | $4,214+75.9% | $3,574+107.4% | $4,869+52.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,202 | $6,645-66.9% | $5,333-58.7% | $10,133-78.3% |