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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 | $235,858 | $73,981+218.8% | $105,754+123.0% | $62,881+275.1% |
| Participation rate | 73.5% | 71.7%+1.8pp | 78.9%-5.4pp | 69.3%+4.2pp |
| Annual return | 7.13% | 17.60%-10.5pp | 12.25%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,836 | $2,856+244.4% | $4,079+141.1% | $2,281+331.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,231 | $5,976-29.2% | $8,309-49.1% | $4,296-1.5% |