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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 | $223,258 | $78,682+183.7% | $109,188+104.5% | $85,851+160.1% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 27.46% | 25.09%+2.4pp | 25.76%+1.7pp | 318.63%-291.2pp |
| Employer contribution / active EE | $7,635 | $2,734+179.3% | $3,723+105.1% | $2,565+197.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,517 | $5,470+0.9% | $6,755-18.3% | $6,261-11.9% |