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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 | $145,402 | $52,678+176.0% | $75,784+91.9% | $59,633+143.8% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.8%+21.9pp | 68.7%+29.1pp |
| Annual return | 9.60% | 2.95%+6.6pp | 9.68%-0.1pp | 2041.45%-2031.8pp |
| Employer contribution / active EE | $5,869 | $2,193+167.6% | $3,323+76.6% | $2,203+166.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,540 | $3,610-1.9% | $5,300-33.2% | $4,297-17.6% |