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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 | $189,151 | $60,349+213.4% | $74,184+155.0% | $62,881+200.8% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 6.02% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,321 | $1,680+335.7% | $2,370+208.9% | $2,281+221.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,423 | $4,261+74.2% | $5,586+32.9% | $4,296+72.8% |