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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 | $106,749+125.3% | $145,433+65.3% | $82,448+191.7% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 63.01% | 27.59%+35.4pp | 66.58%-3.6pp | 41.64%+21.4pp |
| Employer contribution / active EE | $1,546 | $3,444-55.1% | $4,554-66.1% | $2,551-39.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,938 | $8,390-65.0% | $13,129-77.6% | $7,234-59.4% |