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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 | $210,280 | $60,788+245.9% | $85,705+145.4% | $79,389+164.9% |
| Participation rate | 97.0% | 62.1%+34.9pp | 69.9%+27.2pp | 70.7%+26.3pp |
| Annual return | 25.10% | 16.57%+8.5pp | 21.49%+3.6pp | 116.89%-91.8pp |
| Employer contribution / active EE | $1,301 | $1,664-21.8% | $2,619-50.3% | $2,428-46.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $17,567 | $439+3902.8% | $6,877+155.4% | $626+2704.3% |