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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 | $194,162 | $45,566+326.1% | $64,105+202.9% | $59,633+225.6% |
| Participation rate | 92.9% | 60.2%+32.7pp | 68.2%+24.7pp | 68.7%+24.2pp |
| Annual return | 11.74% | 4.95%+6.8pp | 791.24%-779.5pp | 2041.45%-2029.7pp |
| Employer contribution / active EE | $7,711 | $934+725.5% | $1,820+323.7% | $2,203+250.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,537 | $3,268+100.0% | $4,499+45.3% | $4,297+52.1% |