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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 | $67,620 | $89,532-24.5% | $103,447-34.6% | $80,925-16.4% |
| Participation rate | 88.7% | 76.0%+12.6pp | 80.5%+8.2pp | 67.7%+21.0pp |
| Annual return | 55.09% | 22.80%+32.3pp | 23.92%+31.2pp | 35.65%+19.4pp |
| Employer contribution / active EE | $18,628 | $4,023+363.0% | $4,678+298.2% | $2,756+575.8% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,658 | $6,774+13.1% | $9,415-18.7% | $6,940+10.3% |