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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 | $218,891 | $81,476+168.7% | $102,383+113.8% | $80,925+170.5% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 27.81% | 25.59%+2.2pp | 24.94%+2.9pp | 35.65%-7.8pp |
| Employer contribution / active EE | $9,113 | $3,105+193.5% | $3,870+135.5% | $2,756+230.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,884 | $6,717-42.2% | $8,391-53.7% | $6,940-44.0% |