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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 | $146,668 | $56,287+160.6% | $80,977+81.1% | $62,881+133.2% |
| Participation rate | 92.9% | 68.9%+23.9pp | 75.8%+17.0pp | 69.3%+23.6pp |
| Annual return | 10.42% | 22.13%-11.7pp | 17.11%-6.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $13,868 | $1,943+613.8% | $3,715+273.3% | $2,281+508.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,152 | $3,742-15.8% | $5,517-42.9% | $4,296-26.6% |