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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 | $193,601 | $60,349+220.8% | $74,184+161.0% | $62,881+207.9% |
| Participation rate | 95.1% | 72.7%+22.4pp | 76.6%+18.5pp | 69.3%+25.8pp |
| Annual return | 13.34% | 21.38%-8.0pp | 17.74%-4.4pp | 20.14%-6.8pp |
| Employer contribution / active EE | $9,080 | $1,680+440.4% | $2,370+283.1% | $2,281+298.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,724 | $4,261+245.6% | $5,586+163.6% | $4,296+242.8% |