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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 | $204,307 | $81,504+150.7% | $102,437+99.4% | $80,959+152.4% |
| Participation rate | 92.2% | 66.9%+25.3pp | 74.5%+17.7pp | 67.7%+24.5pp |
| Annual return | 23.60% | 25.60%-2.0pp | 24.95%-1.4pp | 35.67%-12.1pp |
| Employer contribution / active EE | $13,067 | $3,104+321.0% | $3,871+237.6% | $2,757+373.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,841 | $6,719-42.8% | $8,388-54.2% | $6,925-44.5% |