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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 | $142,437 | $62,583+127.6% | $76,767+85.5% | $64,173+122.0% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | 17.09% | -1.95%+19.0pp | 2.43%+14.7pp | 7.63%+9.5pp |
| Employer contribution / active EE | $10,345 | $1,832+464.6% | $2,485+316.2% | $2,381+334.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,379 | $4,667+36.7% | $6,675-4.4% | $4,887+30.5% |