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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 | $198,873 | $57,352+246.8% | $83,831+137.2% | $64,173+209.9% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | 2.74% | 11.38%-8.6pp | 850.99%-848.3pp | 7.63%-4.9pp |
| Employer contribution / active EE | $7,213 | $2,546+183.3% | $3,631+98.6% | $2,381+202.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,882 | $4,046+342.0% | $5,479+226.4% | $4,887+265.9% |