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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 | $240,473 | $106,524+125.7% | $152,301+57.9% | $87,485+174.9% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 63.01% | 26.89%+36.1pp | 80.50%-17.5pp | 26.06%+37.0pp |
| Employer contribution / active EE | $1,546 | $3,371-54.1% | $4,624-66.6% | $2,596-40.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,938 | $8,287-64.5% | $14,398-79.6% | $7,775-62.2% |