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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 | $225,079 | $78,670+186.1% | $109,173+106.2% | $85,847+162.2% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 38.49% | 25.09%+13.4pp | 25.75%+12.7pp | 318.61%-280.1pp |
| Employer contribution / active EE | $6,633 | $2,734+142.6% | $3,723+78.2% | $2,565+158.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,820 | $5,469-11.9% | $6,755-28.6% | $6,261-23.0% |