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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 | $114,860 | $57,350+100.3% | $83,849+37.0% | $64,186+78.9% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.2pp | 69.6%+26.8pp |
| Annual return | 12.64% | 11.38%+1.3pp | 850.91%-838.3pp | 7.63%+5.0pp |
| Employer contribution / active EE | $8,602 | $2,545+238.0% | $3,631+136.9% | $2,381+261.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,364 | $4,046+7.9% | $5,478-20.3% | $4,888-10.7% |