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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 | $242,340 | $72,492+234.3% | $87,104+178.2% | $72,975+232.1% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 24.15% | 24.46%-0.3pp | 28.19%-4.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $9,586 | $1,894+406.1% | $2,521+280.2% | $2,440+292.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $628 | $5,055-87.6% | $7,491-91.6% | $5,124-87.7% |