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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 | $230,311 | $56,054+310.9% | $171,082+34.6% | $62,881+266.3% |
| Participation rate | 94.4% | 62.9%+31.6pp | 76.7%+17.7pp | 69.3%+25.1pp |
| Annual return | 5.78% | 22.52%-16.7pp | 32.56%-26.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $10,975 | $1,731+534.0% | $4,002+174.2% | $2,281+381.1% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,495 | $3,647+78.1% | $8,520-23.8% | $4,296+51.2% |